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 | $140,112 | $81,625+71.7% | $167,512-16.4% | $74,304+88.6% |
| Participation rate | 92.7% | 60.0%+32.6pp | 77.1%+15.6pp | 60.3%+32.3pp |
| Annual return | 17.22% | 26.09%-8.9pp | 1615.79%-1598.6pp | 29.43%-12.2pp |
| Employer contribution / active EE | $10,172 | $2,010+406.0% | $3,882+162.1% | $2,241+353.9% |
| Participant deferral / active EE | $13,009 | $4,115+216.2% | $6,405+103.1% | $3,767+245.3% |
| Admin fee / account holder | $8,101 | $3,474+133.2% | $9,769-17.1% | $2,969+172.9% |