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 | $101,339 | $90,600+11.9% | $79,464+27.5% | $135,375-25.1% |
| Participation rate | 92.9% | 76.0%+16.8pp | 73.3%+19.5pp | 82.6%+10.2pp |
| Annual return | 13.45% | 977.43%-964.0pp | 718.14%-704.7pp | 519.73%-506.3pp |
| Employer contribution / active EE | $6,496 | $3,068+111.7% | $2,800+132.0% | $4,779+35.9% |
| Participant deferral / active EE | $7,625 | $4,050+88.3% | $3,704+105.9% | $5,609+36.0% |
| Admin fee / account holder | $11,177 | $5,907+89.2% | $5,113+118.6% | $10,827+3.2% |