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 | $94,421 | $76,738+23.0% | $56,411+67.4% | $145,922-35.3% |
| Participation rate | 87.5% | 63.2%+24.3pp | 52.5%+35.0pp | 80.3%+7.2pp |
| Annual return | 6.90% | 2994.23%-2987.3pp | 1701.33%-1694.4pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,495 | $1,380+8.3% | $1,039+43.9% | $4,660-67.9% |
| Participant deferral / active EE | $6,081 | $2,623+131.9% | $1,952+211.6% | $6,688-9.1% |
| Admin fee / account holder | $726 | $3,334-78.2% | $2,829-74.3% | $13,397-94.6% |