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 | $108,607 | $60,124+80.6% | $90,404+20.1% | $79,858+36.0% |
| Participation rate | 77.5% | 65.0%+12.5pp | 72.7%+4.8pp | 69.6%+7.9pp |
| Annual return | 13.40% | 71.94%-58.5pp | 1293.02%-1279.6pp | 31.71%-18.3pp |
| Employer contribution / active EE | $944 | $2,068-54.4% | $3,262-71.1% | $2,471-61.8% |
| Participant deferral / active EE | $3,564 | $2,938+21.3% | $3,963-10.1% | $3,740-4.7% |
| Admin fee / account holder | $17,403 | $3,976+337.6% | $5,611+210.2% | $5,306+228.0% |