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 | $94,584 | $105,181-10.1% | $159,436-40.7% | $85,850+10.2% |
| Participation rate | 77.8% | 75.8%+2.0pp | 82.8%-5.0pp | 69.3%+8.5pp |
| Annual return | 19.60% | 45.07%-25.5pp | 263.57%-244.0pp | 318.53%-298.9pp |
| Employer contribution / active EE | $4,967 | $3,318+49.7% | $4,829+2.8% | $2,565+93.6% |
| Participant deferral / active EE | $14,522 | $5,945+144.3% | $7,352+97.5% | $3,952+267.5% |
| Admin fee / account holder | $19,568 | $6,933+182.2% | $10,799+81.2% | $6,260+212.6% |