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 | $92,108 | $53,516+72.1% | $126,539-27.2% | $84,808+8.6% |
| Participation rate | 78.9% | 58.2%+20.7pp | 69.8%+9.1pp | 68.3%+10.6pp |
| Annual return | 17.90% | 58.34%-40.4pp | 425.95%-408.0pp | 40.90%-23.0pp |
| Employer contribution / active EE | $7,423 | $1,535+383.6% | $3,674+102.0% | $2,631+182.1% |
| Participant deferral / active EE | $7,172 | $2,671+168.5% | $4,083+75.7% | $4,212+70.3% |
| Admin fee / account holder | $25,549 | $4,497+468.2% | $6,065+321.3% | $7,344+247.9% |