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 | $94,266 | $85,766+9.9% | $136,294-30.8% | $70,131+34.4% |
| Participation rate | 95.5% | 74.2%+21.4pp | 81.9%+13.6pp | 69.5%+26.0pp |
| Annual return | 21.25% | 31.45%-10.2pp | 5155.94%-5134.7pp | 73.14%-51.9pp |
| Employer contribution / active EE | $13,077 | $2,966+340.9% | $4,695+178.5% | $2,342+458.2% |
| Participant deferral / active EE | $9,467 | $5,051+87.4% | $6,247+51.5% | $3,332+184.2% |
| Admin fee / account holder | $8,180 | $5,420+50.9% | $9,243-11.5% | $4,645+76.1% |