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 | $81,173 | $54,517+48.9% | $75,972+6.8% | $74,495+9.0% |
| Participation rate | 87.3% | 60.3%+27.0pp | 69.1%+18.2pp | 67.2%+20.1pp |
| Annual return | 13.60% | 31.82%-18.2pp | 359.55%-345.9pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $8,239 | $1,777+363.6% | $2,685+206.9% | $2,623+214.1% |
| Participant deferral / active EE | $9,103 | $3,066+197.0% | $4,255+113.9% | $4,346+109.5% |
| Admin fee / account holder | $6,298 | $2,229+182.6% | $6,467-2.6% | $1,942+224.3% |