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 | $110,902 | $60,124+84.5% | $90,404+22.7% | $79,858+38.9% |
| Participation rate | 97.8% | 65.0%+32.8pp | 72.7%+25.1pp | 69.6%+28.1pp |
| Annual return | 10.40% | 71.94%-61.5pp | 1293.02%-1282.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $3,260 | $2,068+57.7% | $3,262-0.1% | $2,471+31.9% |
| Participant deferral / active EE | $5,645 | $2,938+92.1% | $3,963+42.4% | $3,740+50.9% |
| Admin fee / account holder | $21,833 | $3,976+449.1% | $5,611+289.1% | $5,306+311.5% |