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 | $78,947 | $56,114+40.7% | $96,139-17.9% | $85,850-8.0% |
| Participation rate | 96.9% | 56.7%+40.2pp | 68.4%+28.4pp | 69.3%+27.6pp |
| Annual return | 15.79% | 42.30%-26.5pp | 191.94%-176.2pp | 318.53%-302.7pp |
| Employer contribution / active EE | $4,531 | $1,620+179.8% | $2,797+62.0% | $2,565+76.7% |
| Participant deferral / active EE | $5,705 | $2,859+99.5% | $4,349+31.2% | $3,952+44.4% |
| Admin fee / account holder | $8,276 | $3,768+119.6% | $5,537+49.5% | $6,260+32.2% |