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 | $72,412 | $57,281+26.4% | $86,612-16.4% | $75,163-3.7% |
| Participation rate | 83.9% | 63.2%+20.7pp | 71.7%+12.2pp | 67.2%+16.7pp |
| Annual return | 17.70% | 2670.75%-2653.0pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $4,403 | $2,314+90.2% | $3,022+45.7% | $2,670+64.9% |
| Participant deferral / active EE | $8,683 | $3,318+161.7% | $4,438+95.7% | $4,125+110.5% |
| Admin fee / account holder | $14,713 | $4,112+257.8% | $5,614+162.1% | $5,651+160.4% |