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 | $68,734 | $78,485-12.4% | $106,213-35.3% | $74,495-7.7% |
| Participation rate | 98.6% | 72.8%+25.8pp | 75.3%+23.3pp | 67.2%+31.4pp |
| Annual return | 42.23% | 15.95%+26.3pp | 116.14%-73.9pp | 1364.94%-1322.7pp |
| Employer contribution / active EE | $3,497 | $2,523+38.6% | $3,171+10.3% | $2,623+33.3% |
| Participant deferral / active EE | $6,086 | $4,322+40.8% | $5,016+21.3% | $4,346+40.1% |
| Admin fee / account holder | $13,775 | $2,232+517.2% | $11,033+24.9% | $1,942+609.4% |