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 | $89,807 | $73,360+22.4% | $177,989-49.5% | $74,495+20.6% |
| Participation rate | 88.1% | 66.6%+21.5pp | 77.1%+11.0pp | 67.2%+20.9pp |
| Annual return | 29.14% | 17.49%+11.7pp | 294.48%-265.3pp | 1364.94%-1335.8pp |
| Employer contribution / active EE | $5,799 | $2,216+161.6% | $3,949+46.9% | $2,623+121.1% |
| Participant deferral / active EE | $12,547 | $4,513+178.0% | $6,276+99.9% | $4,346+188.7% |
| Admin fee / account holder | $7,254 | $1,808+301.3% | $10,363-30.0% | $1,942+273.6% |