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 | $229,682 | $126,574+81.5% | $106,213+116.2% | $145,922+57.4% |
| Participation rate | 75.0% | 77.6%-2.6pp | 75.3%-0.3pp | 80.3%-5.3pp |
| Annual return | 15.00% | 224.79%-209.8pp | 116.14%-101.1pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,816 | $3,730+29.1% | $3,171+51.9% | $4,660+3.4% |
| Participant deferral / active EE | $8,889 | $5,724+55.3% | $5,016+77.2% | $6,688+32.9% |
| Admin fee / account holder | $1,647 | $17,304-90.5% | $11,033-85.1% | $13,397-87.7% |