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 | $112,984 | $70,756+59.7% | $65,493+72.5% | $142,382-20.6% |
| Participation rate | 93.3% | 77.4%+16.0pp | 73.1%+20.2pp | 80.1%+13.2pp |
| Annual return | 12.91% | 1754.89%-1742.0pp | 982.45%-969.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $3,018 | $2,881+4.8% | $2,574+17.2% | $4,299-29.8% |
| Participant deferral / active EE | $6,682 | $4,637+44.1% | $3,961+68.7% | $6,507+2.7% |
| Admin fee / account holder | $6,750 | $6,559+2.9% | $5,028+34.2% | $12,624-46.5% |