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 | $90,216 | $57,281+57.5% | $86,612+4.2% | $75,163+20.0% |
| Participation rate | 96.4% | 63.2%+33.2pp | 71.7%+24.7pp | 67.2%+29.2pp |
| Annual return | 14.73% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,073 | $2,314+76.0% | $3,022+34.8% | $2,670+52.6% |
| Participant deferral / active EE | $6,760 | $3,318+103.8% | $4,438+52.3% | $4,125+63.9% |
| Admin fee / account holder | $15,252 | $4,112+270.9% | $5,614+171.7% | $5,651+169.9% |