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 | $78,688 | $76,738+2.5% | $56,411+39.5% | $145,922-46.1% |
| Participation rate | 90.5% | 63.2%+27.3pp | 52.5%+38.0pp | 80.3%+10.2pp |
| Annual return | 14.05% | 2994.23%-2980.2pp | 1701.33%-1687.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,331 | $1,380+141.4% | $1,039+220.7% | $4,660-28.5% |
| Participant deferral / active EE | $4,902 | $2,623+86.9% | $1,952+151.1% | $6,688-26.7% |
| Admin fee / account holder | $2,050 | $3,334-38.5% | $2,829-27.5% | $13,397-84.7% |