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 | $80,482 | $78,672+2.3% | $109,143-26.3% | $85,850-6.3% |
| Participation rate | 85.5% | 68.3%+17.2pp | 75.9%+9.6pp | 69.3%+16.1pp |
| Annual return | 11.64% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $9,999 | $2,735+265.6% | $3,722+168.6% | $2,565+289.8% |
| Participant deferral / active EE | $6,443 | $3,467+85.8% | $4,653+38.5% | $3,952+63.0% |
| Admin fee / account holder | $16,829 | $5,469+207.7% | $6,752+149.2% | $6,260+168.8% |