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 | $107,619 | $57,281+87.9% | $86,612+24.3% | $75,163+43.2% |
| Participation rate | 81.7% | 63.2%+18.5pp | 71.7%+10.0pp | 67.2%+14.5pp |
| Annual return | 16.48% | 2670.75%-2654.3pp | 591.07%-574.6pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,557 | $2,314+96.9% | $3,022+50.8% | $2,670+70.7% |
| Participant deferral / active EE | $4,712 | $3,318+42.0% | $4,438+6.2% | $4,125+14.2% |
| Admin fee / account holder | $4,456 | $4,112+8.4% | $5,614-20.6% | $5,651-21.2% |