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 | $96,250 | $57,281+68.0% | $86,612+11.1% | $75,163+28.1% |
| Participation rate | 78.6% | 63.2%+15.4pp | 71.7%+6.9pp | 67.2%+11.4pp |
| Annual return | 29.54% | 2670.75%-2641.2pp | 591.07%-561.5pp | 160.62%-131.1pp |
| Employer contribution / active EE | $768 | $2,314-66.8% | $3,022-74.6% | $2,670-71.2% |
| Participant deferral / active EE | $4,918 | $3,318+48.2% | $4,438+10.8% | $4,125+19.2% |
| Admin fee / account holder | $7,825 | $4,112+90.3% | $5,614+39.4% | $5,651+38.5% |