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 | $78,024 | $89,739-13.1% | $149,718-47.9% | $62,292+25.3% |
| Participation rate | 83.5% | 85.1%-1.6pp | 87.1%-3.6pp | 69.5%+14.0pp |
| Annual return | 26.47% | 21.01%+5.5pp | 1501.63%-1475.2pp | 28.90%-2.4pp |
| Employer contribution / active EE | $5,614 | $3,233+73.6% | $5,445+3.1% | $2,042+174.9% |
| Participant deferral / active EE | $10,144 | $4,797+111.5% | $6,569+54.4% | $3,169+220.1% |
| Admin fee / account holder | $1,726 | $551+213.0% | $11,283-84.7% | $479+260.0% |