See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,804 | $60,124+19.4% | $90,404-20.6% | $79,858-10.1% |
| Participation rate | 84.5% | 65.0%+19.5pp | 72.7%+11.8pp | 69.6%+14.8pp |
| Annual return | 30.65% | 71.94%-41.3pp | 1293.02%-1262.4pp | 31.71%-1.1pp |
| Employer contribution / active EE | $4,359 | $2,068+110.8% | $3,262+33.6% | $2,471+76.4% |
| Participant deferral / active EE | $10,016 | $2,938+240.9% | $3,963+152.7% | $3,740+167.8% |
| Admin fee / account holder | $3,974 | $3,9760% | $5,611-29.2% | $5,306-25.1% |