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 | $90,298 | $183,963-50.9% | $162,163-44.3% | $152,861-40.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 19.20% | 150.76%-131.6pp | 115.59%-96.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $31,735 | $6,371+398.1% | $5,614+465.3% | $4,762+566.4% |
| Participant deferral / active EE | $50,960 | $8,034+534.3% | $7,298+598.3% | $5,850+771.1% |
| Admin fee / account holder | $44,029 | $13,121+235.6% | $10,843+306.1% | $11,596+279.7% |