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 | $168,939 | $99,020+70.6% | $86,590+95.1% | $147,584+14.5% |
| Participation rate | 91.7% | 76.3%+15.3pp | 73.5%+18.1pp | 82.8%+8.8pp |
| Annual return | 15.77% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $10,846 | $3,132+246.3% | $2,839+282.0% | $4,876+122.4% |
| Participant deferral / active EE | $8,691 | $3,972+118.8% | $3,609+140.8% | $5,439+59.8% |
| Admin fee / account holder | $4,811 | $5,710-15.7% | $4,906-1.9% | $10,885-55.8% |