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 | $53,795 | $183,963-70.8% | $162,163-66.8% | $152,861-64.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 22.54% | 150.76%-128.2pp | 115.59%-93.0pp | 345.32%-322.8pp |
| Employer contribution / active EE | $3,551 | $6,371-44.3% | $5,614-36.8% | $4,762-25.4% |
| Participant deferral / active EE | $6,104 | $8,034-24.0% | $7,298-16.4% | $5,850+4.3% |
| Admin fee / account holder | $4,630 | $13,121-64.7% | $10,843-57.3% | $11,596-60.1% |