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 | $64,168 | $57,281+12.0% | $86,612-25.9% | $75,163-14.6% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 18.79% | 2670.75%-2652.0pp | 591.07%-572.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $9,142 | $2,314+295.0% | $3,022+202.5% | $2,670+242.4% |
| Participant deferral / active EE | $7,349 | $3,318+121.5% | $4,438+65.6% | $4,125+78.2% |
| Admin fee / account holder | $1,939 | $4,112-52.8% | $5,614-65.5% | $5,651-65.7% |