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 | $112,843 | $57,281+97.0% | $86,612+30.3% | $75,163+50.1% |
| Participation rate | 97.6% | 63.2%+34.4pp | 71.7%+25.9pp | 67.2%+30.4pp |
| Annual return | 19.69% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,719 | $2,314+17.5% | $3,022-10.0% | $2,670+1.9% |
| Participant deferral / active EE | $8,802 | $3,318+165.3% | $4,438+98.3% | $4,125+113.4% |
| Admin fee / account holder | $1,648 | $4,112-59.9% | $5,614-70.6% | $5,651-70.8% |