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 | $102,383 | $77,145+32.7% | $108,410-5.6% | $85,850+19.3% |
| Participation rate | 98.7% | 74.7%+24.0pp | 80.1%+18.6pp | 69.3%+29.4pp |
| Annual return | 15.48% | 44.54%-29.1pp | 905.27%-889.8pp | 318.53%-303.0pp |
| Employer contribution / active EE | $2,904 | $2,379+22.1% | $3,558-18.4% | $2,565+13.2% |
| Participant deferral / active EE | $11,176 | $5,566+100.8% | $6,563+70.3% | $3,952+182.8% |
| Admin fee / account holder | $12,541 | $5,172+142.5% | $7,295+71.9% | $6,260+100.3% |