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 | $104,478 | $53,516+95.2% | $126,539-17.4% | $84,808+23.2% |
| Participation rate | 88.5% | 58.2%+30.2pp | 69.8%+18.6pp | 68.3%+20.2pp |
| Annual return | 21.02% | 58.34%-37.3pp | 425.95%-404.9pp | 40.90%-19.9pp |
| Employer contribution / active EE | $4,031 | $1,535+162.6% | $3,674+9.7% | $2,631+53.2% |
| Participant deferral / active EE | $4,121 | $2,671+54.3% | $4,083+0.9% | $4,212-2.2% |
| Admin fee / account holder | $28,473 | $4,497+533.2% | $6,065+369.5% | $7,344+287.7% |