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 | $140,647 | $76,000+85.1% | $154,107-8.7% | $64,186+119.1% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | 71.19% | 30.32%+40.9pp | 735.12%-663.9pp | 7.63%+63.6pp |
| Employer contribution / active EE | $3,008 | $3,351-10.2% | $5,298-43.2% | $2,381+26.3% |
| Participant deferral / active EE | $9,927 | $3,175+212.6% | $5,081+95.4% | $3,470+186.1% |
| Admin fee / account holder | $20,545 | $5,596+267.1% | $13,411+53.2% | $4,888+320.3% |