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 | $139,073 | $55,415+151.0% | $155,509-10.6% | $74,495+86.7% |
| Participation rate | 91.2% | 61.9%+29.2pp | 78.2%+13.0pp | 67.2%+24.0pp |
| Annual return | 12.61% | 268.50%-255.9pp | 64.67%-52.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $7,778 | $2,267+243.1% | $4,672+66.5% | $2,623+196.5% |
| Participant deferral / active EE | $5,760 | $2,836+103.1% | $5,626+2.4% | $4,346+32.5% |
| Admin fee / account holder | $10,940 | $1,738+529.4% | $15,912-31.2% | $1,942+463.4% |