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 | $104,281 | $60,124+73.4% | $90,404+15.4% | $79,858+30.6% |
| Participation rate | 95.5% | 65.0%+30.5pp | 72.7%+22.8pp | 69.6%+25.8pp |
| Annual return | 17.31% | 71.94%-54.6pp | 1293.02%-1275.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $4,180 | $2,068+102.2% | $3,262+28.1% | $2,471+69.2% |
| Participant deferral / active EE | $4,090 | $2,938+39.2% | $3,963+3.2% | $3,740+9.4% |
| Admin fee / account holder | $485 | $3,976-87.8% | $5,611-91.4% | $5,306-90.9% |