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 | $76,573 | $100,041-23.5% | $149,718-48.9% | $70,131+9.2% |
| Participation rate | 96.3% | 83.6%+12.7pp | 87.1%+9.2pp | 69.5%+26.8pp |
| Annual return | 67.80% | 27.43%+40.4pp | 1501.63%-1433.8pp | 73.14%-5.3pp |
| Employer contribution / active EE | $14,488 | $3,662+295.7% | $5,445+166.1% | $2,342+518.5% |
| Participant deferral / active EE | $14,326 | $4,983+187.5% | $6,569+118.1% | $3,332+330.0% |
| Admin fee / account holder | $1,335 | $8,286-83.9% | $11,283-88.2% | $4,645-71.3% |