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 | $109,272 | $58,208+87.7% | $81,812+33.6% | $80,856+35.1% |
| Participation rate | 80.0% | 63.4%+16.6pp | 72.3%+7.7pp | 67.6%+12.4pp |
| Annual return | 16.71% | 41.66%-24.9pp | 773.79%-757.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $1,801 | $2,340-23.0% | $2,912-38.2% | $2,755-34.6% |
| Participant deferral / active EE | $6,375 | $3,281+94.3% | $4,319+47.6% | $4,296+48.4% |
| Admin fee / account holder | $5,239 | $4,981+5.2% | $7,386-29.1% | $6,918-24.3% |