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 | $70,377 | $53,127+32.5% | $86,590-18.7% | $70,131+0.4% |
| Participation rate | 97.5% | 65.3%+32.2pp | 73.5%+24.0pp | 69.5%+28.0pp |
| Annual return | 13.50% | 27.66%-14.2pp | 964.84%-951.3pp | 73.14%-59.6pp |
| Employer contribution / active EE | $10,562 | $2,068+410.7% | $2,839+272.0% | $2,342+350.9% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $17,308 | $3,585+382.7% | $4,906+252.8% | $4,645+272.6% |