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 | $78,646 | $57,281+37.3% | $86,612-9.2% | $75,163+4.6% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 18.13% | 2670.75%-2652.6pp | 591.07%-572.9pp | 160.62%-142.5pp |
| Employer contribution / active EE | $6,715 | $2,314+190.1% | $3,022+122.2% | $2,670+151.5% |
| Participant deferral / active EE | $6,672 | $3,318+101.1% | $4,438+50.3% | $4,125+61.7% |
| Admin fee / account holder | $1,157 | $4,112-71.9% | $5,614-79.4% | $5,651-79.5% |