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 9-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 | $68,462 | $65,409+4.7% | $98,442-30.5% | $85,850-20.3% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.3%+10.7pp |
| Annual return | 19.64% | 21.76%-2.1pp | 1492.73%-1473.1pp | 318.53%-298.9pp |
| Employer contribution / active EE | $4,580 | $2,168+111.3% | $2,960+54.8% | $2,565+78.6% |
| Participant deferral / active EE | $6,898 | $3,166+117.9% | $4,276+61.3% | $3,952+74.6% |
| Admin fee / account holder | $3,506 | $4,593-23.7% | $5,949-41.1% | $6,260-44.0% |