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 | $74,942 | $58,208+28.7% | $81,812-8.4% | $80,856-7.3% |
| Participation rate | 90.3% | 63.4%+26.9pp | 72.3%+18.0pp | 67.6%+22.7pp |
| Annual return | 16.20% | 41.66%-25.5pp | 773.79%-757.6pp | 35.59%-19.4pp |
| Employer contribution / active EE | $8,877 | $2,340+279.4% | $2,912+204.8% | $2,755+222.2% |
| Participant deferral / active EE | $6,534 | $3,281+99.2% | $4,319+51.3% | $4,296+52.1% |
| Admin fee / account holder | $2,208 | $4,981-55.7% | $7,386-70.1% | $6,918-68.1% |