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 | $103,649 | $58,208+78.1% | $81,812+26.7% | $80,856+28.2% |
| Participation rate | 89.2% | 63.4%+25.8pp | 72.3%+16.9pp | 67.6%+21.6pp |
| Annual return | 16.17% | 41.66%-25.5pp | 773.79%-757.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,903 | $2,340+24.1% | $2,912-0.3% | $2,755+5.4% |
| Participant deferral / active EE | $4,580 | $3,281+39.6% | $4,319+6.1% | $4,296+6.6% |
| Admin fee / account holder | $16,690 | $4,981+235.1% | $7,386+126.0% | $6,918+141.3% |