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 | $63,046 | $55,415+13.8% | $155,509-59.5% | $74,495-15.4% |
| Participation rate | 73.4% | 61.9%+11.5pp | 78.2%-4.8pp | 67.2%+6.2pp |
| Annual return | 13.69% | 268.50%-254.8pp | 64.67%-51.0pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $4,111 | $2,267+81.4% | $4,672-12.0% | $2,623+56.7% |
| Participant deferral / active EE | $2,919 | $2,836+2.9% | $5,626-48.1% | $4,346-32.8% |
| Admin fee / account holder | $6,037 | $1,738+247.3% | $15,912-62.1% | $1,942+210.9% |