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 | $65,529 | $53,127+23.3% | $86,590-24.3% | $70,131-6.6% |
| Participation rate | 92.0% | 65.3%+26.7pp | 73.5%+18.5pp | 69.5%+22.5pp |
| Annual return | 15.89% | 27.66%-11.8pp | 964.84%-948.9pp | 73.14%-57.2pp |
| Employer contribution / active EE | $4,431 | $2,068+114.2% | $2,839+56.1% | $2,342+89.2% |
| Participant deferral / active EE | $3,501 | $2,696+29.9% | $3,609-3.0% | $3,332+5.1% |
| Admin fee / account holder | $355 | $3,585-90.1% | $4,906-92.8% | $4,645-92.4% |