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 | $95,204 | $159,901-40.5% | $146,958-35.2% | $145,922-34.8% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 14.19% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $10,836 | $5,286+105.0% | $4,933+119.7% | $4,660+132.5% |
| Participant deferral / active EE | $5,207 | $8,428-38.2% | $8,070-35.5% | $6,688-22.1% |
| Admin fee / account holder | $17,922 | $15,044+19.1% | $12,998+37.9% | $13,397+33.8% |