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 | $178,565 | $99,918+78.7% | $81,382+119.4% | $145,922+22.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 10.98% | 34.32%-23.3pp | 24.73%-13.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $4,320 | $2,978+45.1% | $2,463+75.4% | $4,660-7.3% |
| Participant deferral / active EE | $13,625 | $4,605+195.9% | $3,883+250.9% | $6,688+103.7% |
| Admin fee / account holder | $4,000 | $8,212-51.3% | $5,768-30.7% | $13,397-70.1% |