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 | $97,284 | $48,046+102.5% | $84,611+15.0% | $72,985+33.3% |
| Participation rate | 81.5% | 57.6%+23.9pp | 68.2%+13.2pp | 69.5%+12.0pp |
| Annual return | 19.35% | 37.38%-18.0pp | 258.74%-239.4pp | 81.00%-61.7pp |
| Employer contribution / active EE | $12,504 | $1,602+680.6% | $2,652+371.5% | $2,440+412.5% |
| Participant deferral / active EE | $9,506 | $2,680+254.6% | $3,899+143.8% | $3,607+163.5% |
| Admin fee / account holder | $821 | $3,395-75.8% | $4,912-83.3% | $5,124-84.0% |