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 | $79,274 | $63,346+25.1% | $92,233-14.1% | $70,131+13.0% |
| Participation rate | 90.0% | 68.7%+21.3pp | 76.5%+13.5pp | 69.5%+20.5pp |
| Annual return | 13.77% | 530.12%-516.3pp | 176.28%-162.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $7,515 | $2,471+204.1% | $3,679+104.2% | $2,342+220.8% |
| Participant deferral / active EE | $1,145 | $2,854-59.9% | $3,897-70.6% | $3,332-65.6% |
| Admin fee / account holder | $20,524 | $3,840+434.5% | $5,194+295.2% | $4,645+341.8% |