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 | $74,660 | $58,208+28.3% | $81,812-8.7% | $80,856-7.7% |
| Participation rate | 84.2% | 63.4%+20.8pp | 72.3%+11.9pp | 67.6%+16.6pp |
| Annual return | 12.34% | 41.66%-29.3pp | 773.79%-761.5pp | 35.59%-23.3pp |
| Employer contribution / active EE | $4,209 | $2,340+79.9% | $2,912+44.5% | $2,755+52.8% |
| Participant deferral / active EE | $8,583 | $3,281+161.6% | $4,319+98.7% | $4,296+99.8% |
| Admin fee / account holder | $9,240 | $4,981+85.5% | $7,386+25.1% | $6,918+33.6% |