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 | $102,917 | $48,795+110.9% | $65,493+57.1% | $84,808+21.4% |
| Participation rate | 82.4% | 67.0%+15.4pp | 73.1%+9.3pp | 68.3%+14.0pp |
| Annual return | 12.89% | 20.20%-7.3pp | 982.45%-969.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $3,146 | $1,930+63.0% | $2,574+22.2% | $2,631+19.6% |
| Participant deferral / active EE | $5,206 | $2,928+77.8% | $3,961+31.4% | $4,212+23.6% |
| Admin fee / account holder | $4,087 | $3,877+5.4% | $5,028-18.7% | $7,344-44.3% |