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 | $100,268 | $65,561+52.9% | $86,188+16.3% | $75,163+33.4% |
| Participation rate | 88.9% | 60.5%+28.4pp | 69.0%+19.9pp | 67.2%+21.7pp |
| Annual return | 14.30% | 46.05%-31.8pp | 1168.45%-1154.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $7,588 | $1,553+388.7% | $2,380+218.8% | $2,670+184.2% |
| Participant deferral / active EE | $2,339 | $3,024-22.6% | $3,985-41.3% | $4,125-43.3% |
| Admin fee / account holder | $19,057 | $5,474+248.1% | $6,852+178.1% | $5,651+237.2% |