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 | $121,250 | $100,041+21.2% | $149,718-19.0% | $70,131+72.9% |
| Participation rate | 89.2% | 83.6%+5.6pp | 87.1%+2.1pp | 69.5%+19.6pp |
| Annual return | 18.16% | 27.43%-9.3pp | 1501.63%-1483.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,089 | $3,662-43.0% | $5,445-61.6% | $2,342-10.8% |
| Participant deferral / active EE | $6,751 | $4,983+35.5% | $6,569+2.8% | $3,332+102.6% |
| Admin fee / account holder | $3,321 | $8,286-59.9% | $11,283-70.6% | $4,645-28.5% |