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 | $115,375 | $72,177+59.8% | $115,037+0.3% | $59,632+93.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 16.51% | 12.02%+4.5pp | 26.14%-9.6pp | 2041.28%-2024.8pp |
| Employer contribution / active EE | $1,137 | $2,841-60.0% | $4,608-75.3% | $2,203-48.4% |
| Participant deferral / active EE | $10,854 | $4,783+126.9% | $6,026+80.1% | $3,192+240.1% |
| Admin fee / account holder | $1,055 | $4,927-78.6% | $8,175-87.1% | $4,297-75.5% |