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 | $75,921 | $98,750-23.1% | $149,696-49.3% | $79,858-4.9% |
| Participation rate | 80.2% | 75.8%+4.4pp | 82.5%-2.3pp | 69.6%+10.6pp |
| Annual return | 34.33% | 27.43%+6.9pp | 276.60%-242.3pp | 31.71%+2.6pp |
| Employer contribution / active EE | $5,374 | $3,216+67.1% | $4,644+15.7% | $2,471+117.5% |
| Participant deferral / active EE | $9,959 | $5,680+75.3% | $6,842+45.6% | $3,740+166.3% |
| Admin fee / account holder | $7,382 | $6,053+22.0% | $9,309-20.7% | $5,306+39.1% |