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 8-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 | $108,926 | $60,124+81.2% | $90,404+20.5% | $79,858+36.4% |
| Participation rate | 88.4% | 65.0%+23.4pp | 72.7%+15.7pp | 69.6%+18.8pp |
| Annual return | 10.72% | 71.94%-61.2pp | 1293.02%-1282.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $2,021 | $2,068-2.2% | $3,262-38.0% | $2,471-18.2% |
| Participant deferral / active EE | $4,016 | $2,938+36.7% | $3,963+1.3% | $3,740+7.4% |
| Admin fee / account holder | $1,299 | $3,976-67.3% | $5,611-76.8% | $5,306-75.5% |