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 | $126,888 | $85,766+47.9% | $136,294-6.9% | $70,131+80.9% |
| Participation rate | 76.9% | 74.2%+2.8pp | 81.9%-5.0pp | 69.5%+7.4pp |
| Annual return | 24.86% | 31.45%-6.6pp | 5155.94%-5131.1pp | 73.14%-48.3pp |
| Employer contribution / active EE | $9,061 | $2,966+205.5% | $4,695+93.0% | $2,342+286.8% |
| Participant deferral / active EE | $10,584 | $5,051+109.5% | $6,247+69.4% | $3,332+217.7% |
| Admin fee / account holder | $2,371 | $5,420-56.3% | $9,243-74.3% | $4,645-49.0% |