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 | $108,376 | $70,606+53.5% | $53,898+101.1% | $142,382-23.9% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 9.50% | 619.81%-610.3pp | 528.60%-519.1pp | 217.08%-207.6pp |
| Employer contribution / active EE | $1,556 | $1,202+29.4% | $932+66.9% | $4,299-63.8% |
| Participant deferral / active EE | $6,550 | $2,364+177.1% | $1,826+258.7% | $6,507+0.7% |
| Admin fee / account holder | $752 | $2,852-73.6% | $2,491-69.8% | $12,624-94.0% |