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 | $84,900 | $53,516+58.6% | $126,539-32.9% | $84,808+0.1% |
| Participation rate | 90.7% | 58.2%+32.4pp | 69.8%+20.8pp | 68.3%+22.4pp |
| Annual return | 25.87% | 58.34%-32.5pp | 425.95%-400.1pp | 40.90%-15.0pp |
| Employer contribution / active EE | $7,232 | $1,535+371.2% | $3,674+96.8% | $2,631+174.9% |
| Participant deferral / active EE | $5,301 | $2,671+98.5% | $4,083+29.8% | $4,212+25.9% |
| Admin fee / account holder | $9,875 | $4,497+119.6% | $6,065+62.8% | $7,344+34.5% |