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 5-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 | $81,182 | $70,756+14.7% | $65,493+24.0% | $142,382-43.0% |
| Participation rate | 94.7% | 77.4%+17.4pp | 73.1%+21.6pp | 80.1%+14.6pp |
| Annual return | 18.67% | 1754.89%-1736.2pp | 982.45%-963.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,439 | $2,881+88.8% | $2,574+111.3% | $4,299+26.5% |
| Participant deferral / active EE | $13,735 | $4,637+196.2% | $3,961+246.8% | $6,507+111.1% |
| Admin fee / account holder | $33,344 | $6,559+408.4% | $5,028+563.1% | $12,624+164.1% |