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 | $54,473 | $77,813-30.0% | $123,544-55.9% | $64,186-15.1% |
| Participation rate | 92.9% | 74.7%+18.1pp | 82.3%+10.6pp | 69.6%+23.3pp |
| Annual return | 255.70% | 12.48%+243.2pp | 119.20%+136.5pp | 7.63%+248.1pp |
| Employer contribution / active EE | $4,032 | $3,014+33.8% | $4,628-12.9% | $2,381+69.4% |
| Participant deferral / active EE | $8,044 | $5,240+53.5% | $6,426+25.2% | $3,470+131.9% |
| Admin fee / account holder | $1,215 | $5,519-78.0% | $9,284-86.9% | $4,888-75.1% |