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 | $108,981 | $62,127+75.4% | $81,382+33.9% | $74,495+46.3% |
| Participation rate | 91.5% | 64.0%+27.5pp | 69.5%+22.0pp | 67.2%+24.3pp |
| Annual return | 11.83% | 16.48%-4.7pp | 24.73%-12.9pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $4,470 | $1,882+137.5% | $2,463+81.5% | $2,623+70.4% |
| Participant deferral / active EE | $3,984 | $3,229+23.4% | $3,883+2.6% | $4,346-8.3% |
| Admin fee / account holder | $10,331 | $1,934+434.0% | $5,768+79.1% | $1,942+432.0% |