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 | $75,251 | $58,694+28.2% | $142,863-47.3% | $85,850-12.3% |
| Participation rate | 88.7% | 58.5%+30.2pp | 71.9%+16.7pp | 69.3%+19.4pp |
| Annual return | 15.77% | 27.72%-11.9pp | 5637.54%-5621.8pp | 318.53%-302.8pp |
| Employer contribution / active EE | $5,365 | $1,423+277.1% | $4,144+29.5% | $2,565+109.1% |
| Participant deferral / active EE | $4,725 | $2,607+81.2% | $3,837+23.1% | $3,952+19.6% |
| Admin fee / account holder | $6,116 | $4,239+44.3% | $6,560-6.8% | $6,260-2.3% |