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 | $84,147 | $65,409+28.6% | $98,442-14.5% | $85,850-2.0% |
| Participation rate | 98.4% | 65.0%+33.4pp | 73.3%+25.1pp | 69.3%+29.1pp |
| Annual return | 13.67% | 21.76%-8.1pp | 1492.73%-1479.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,245 | $2,168+49.7% | $2,960+9.7% | $2,565+26.5% |
| Participant deferral / active EE | $4,620 | $3,166+45.9% | $4,276+8.0% | $3,952+16.9% |
| Admin fee / account holder | $562 | $4,593-87.8% | $5,949-90.6% | $6,260-91.0% |