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 | $94,806 | $58,208+62.9% | $81,812+15.9% | $80,856+17.3% |
| Participation rate | 93.2% | 63.4%+29.8pp | 72.3%+20.8pp | 67.6%+25.5pp |
| Annual return | 20.52% | 41.66%-21.1pp | 773.79%-753.3pp | 35.59%-15.1pp |
| Employer contribution / active EE | $3,731 | $2,340+59.5% | $2,912+28.1% | $2,755+35.5% |
| Participant deferral / active EE | $10,818 | $3,281+229.7% | $4,319+150.5% | $4,296+151.8% |
| Admin fee / account holder | $22,500 | $4,981+351.7% | $7,386+204.6% | $6,918+225.2% |