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 | $143,040 | $98,750+44.9% | $149,696-4.4% | $79,858+79.1% |
| Participation rate | 97.3% | 75.8%+21.5pp | 82.5%+14.8pp | 69.6%+27.7pp |
| Annual return | 25.13% | 27.43%-2.3pp | 276.60%-251.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,600 | $3,216-50.2% | $4,644-65.5% | $2,471-35.2% |
| Participant deferral / active EE | $6,995 | $5,680+23.1% | $6,842+2.2% | $3,740+87.0% |
| Admin fee / account holder | $9,837 | $6,053+62.5% | $9,309+5.7% | $5,306+85.4% |