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 | $115,839 | $60,124+92.7% | $90,404+28.1% | $79,858+45.1% |
| Participation rate | 73.6% | 65.0%+8.6pp | 72.7%+0.9pp | 69.6%+4.0pp |
| Annual return | 10.49% | 71.94%-61.5pp | 1293.02%-1282.5pp | 31.71%-21.2pp |
| Employer contribution / active EE | $814 | $2,068-60.6% | $3,262-75.0% | $2,471-67.0% |
| Participant deferral / active EE | $4,948 | $2,938+68.4% | $3,963+24.9% | $3,740+32.3% |
| Admin fee / account holder | $11,758 | $3,976+195.7% | $5,611+109.6% | $5,306+121.6% |