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 | $90,966 | $56,114+62.1% | $96,139-5.4% | $85,850+6.0% |
| Participation rate | 79.3% | 56.7%+22.6pp | 68.4%+10.9pp | 69.3%+10.0pp |
| Annual return | 15.91% | 42.30%-26.4pp | 191.94%-176.0pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,034 | $1,620-36.1% | $2,797-63.0% | $2,565-59.7% |
| Participant deferral / active EE | $5,788 | $2,859+102.4% | $4,349+33.1% | $3,952+46.5% |
| Admin fee / account holder | $8,622 | $3,768+128.8% | $5,537+55.7% | $6,260+37.7% |