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 | $109,094 | $63,346+72.2% | $92,233+18.3% | $70,131+55.6% |
| Participation rate | 89.8% | 68.7%+21.2pp | 76.5%+13.4pp | 69.5%+20.3pp |
| Annual return | 15.06% | 530.12%-515.1pp | 176.28%-161.2pp | 73.14%-58.1pp |
| Employer contribution / active EE | $4,243 | $2,471+71.7% | $3,679+15.3% | $2,342+81.1% |
| Participant deferral / active EE | $5,586 | $2,854+95.7% | $3,897+43.3% | $3,332+67.7% |
| Admin fee / account holder | $2,241 | $3,840-41.6% | $5,194-56.9% | $4,645-51.8% |