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 | $71,624 | $70,606+1.4% | $53,898+32.9% | $142,382-49.7% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 8.05% | 619.81%-611.8pp | 528.60%-520.6pp | 217.08%-209.0pp |
| Employer contribution / active EE | $1,898 | $1,202+57.9% | $932+103.6% | $4,299-55.9% |
| Participant deferral / active EE | $4,744 | $2,364+100.7% | $1,826+159.8% | $6,507-27.1% |
| Admin fee / account holder | $96,555 | $2,852+3285.9% | $2,491+3776.4% | $12,624+664.9% |