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 | $77,049 | $89,355-13.8% | $141,162-45.4% | $72,985+5.6% |
| Participation rate | 97.6% | 75.1%+22.4pp | 82.5%+15.1pp | 69.5%+28.1pp |
| Annual return | 21.17% | 111.85%-90.7pp | 71.39%-50.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $5,394 | $3,114+73.2% | $4,735+13.9% | $2,440+121.1% |
| Participant deferral / active EE | $3,962 | $5,418-26.9% | $6,709-40.9% | $3,607+9.8% |
| Admin fee / account holder | $23,415 | $5,958+293.0% | $10,261+128.2% | $5,124+356.9% |