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 | $120,458 | $48,570+148.0% | $130,648-7.8% | $72,985+65.0% |
| Participation rate | 86.1% | 58.6%+27.5pp | 71.7%+14.4pp | 69.5%+16.6pp |
| Annual return | 25.72% | 38.63%-12.9pp | 1708.96%-1683.2pp | 81.00%-55.3pp |
| Employer contribution / active EE | $4,282 | $1,334+221.0% | $4,092+4.7% | $2,440+75.5% |
| Participant deferral / active EE | $7,338 | $2,384+207.8% | $3,603+103.7% | $3,607+103.4% |
| Admin fee / account holder | $28,770 | $3,549+710.7% | $5,464+426.5% | $5,124+461.4% |