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 | $113,334 | $98,750+14.8% | $149,696-24.3% | $79,858+41.9% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.6%+15.0pp |
| Annual return | 25.59% | 27.43%-1.8pp | 276.60%-251.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $4,602 | $3,216+43.1% | $4,644-0.9% | $2,471+86.3% |
| Participant deferral / active EE | $3,235 | $5,680-43.1% | $6,842-52.7% | $3,740-13.5% |
| Admin fee / account holder | $3,188 | $6,053-47.3% | $9,309-65.8% | $5,306-39.9% |