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 | $103,451 | $56,053+84.6% | $75,972+36.2% | $80,856+27.9% |
| Participation rate | 90.2% | 62.0%+28.2pp | 69.1%+21.2pp | 67.6%+22.6pp |
| Annual return | 16.01% | 20.53%-4.5pp | 359.55%-343.5pp | 35.59%-19.6pp |
| Employer contribution / active EE | $5,325 | $1,874+184.2% | $2,685+98.3% | $2,755+93.3% |
| Participant deferral / active EE | $6,776 | $3,052+122.0% | $4,255+59.2% | $4,296+57.7% |
| Admin fee / account holder | $2,129 | $5,234-59.3% | $6,467-67.1% | $6,918-69.2% |