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 | $103,605 | $58,208+78.0% | $81,812+26.6% | $80,856+28.1% |
| Participation rate | 80.8% | 63.4%+17.4pp | 72.3%+8.4pp | 67.6%+13.1pp |
| Annual return | 17.28% | 41.66%-24.4pp | 773.79%-756.5pp | 35.59%-18.3pp |
| Employer contribution / active EE | $2,668 | $2,340+14.0% | $2,912-8.4% | $2,755-3.2% |
| Participant deferral / active EE | $5,714 | $3,281+74.2% | $4,319+32.3% | $4,296+33.0% |
| Admin fee / account holder | $27,187 | $4,981+445.8% | $7,386+268.1% | $6,918+293.0% |