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 | $84,470 | $58,208+45.1% | $81,812+3.2% | $80,856+4.5% |
| Participation rate | 98.4% | 63.4%+34.9pp | 72.3%+26.0pp | 67.6%+30.7pp |
| Annual return | 14.42% | 41.66%-27.2pp | 773.79%-759.4pp | 35.59%-21.2pp |
| Employer contribution / active EE | $2,788 | $2,340+19.1% | $2,912-4.3% | $2,755+1.2% |
| Participant deferral / active EE | $6,469 | $3,281+97.2% | $4,319+49.8% | $4,296+50.6% |
| Admin fee / account holder | $10,254 | $4,981+105.8% | $7,386+38.8% | $6,918+48.2% |