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 | $110,438 | $60,124+83.7% | $90,404+22.2% | $79,858+38.3% |
| Participation rate | 93.0% | 65.0%+28.0pp | 72.7%+20.3pp | 69.6%+23.4pp |
| Annual return | 20.18% | 71.94%-51.8pp | 1293.02%-1272.8pp | 31.71%-11.5pp |
| Employer contribution / active EE | $2,838 | $2,068+37.3% | $3,262-13.0% | $2,471+14.9% |
| Participant deferral / active EE | $5,953 | $2,938+102.6% | $3,963+50.2% | $3,740+59.2% |
| Admin fee / account holder | $5,295 | $3,976+33.2% | $5,611-5.6% | $5,306-0.2% |