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 | $104,631 | $85,766+22.0% | $136,294-23.2% | $70,131+49.2% |
| Participation rate | 76.3% | 74.2%+2.2pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 15.49% | 31.45%-16.0pp | 5155.94%-5140.5pp | 73.14%-57.7pp |
| Employer contribution / active EE | $542 | $2,966-81.7% | $4,695-88.5% | $2,342-76.9% |
| Participant deferral / active EE | $4,906 | $5,051-2.9% | $6,247-21.5% | $3,332+47.2% |
| Admin fee / account holder | $10,424 | $5,420+92.3% | $9,243+12.8% | $4,645+124.4% |