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 | $64,750 | $105,998-38.9% | $92,233-29.8% | $147,584-56.1% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 11.25% | 50.05%-38.8pp | 176.28%-165.0pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,029 | $4,333-76.3% | $3,679-72.0% | $4,876-78.9% |
| Participant deferral / active EE | $3,727 | $4,478-16.8% | $3,897-4.4% | $5,439-31.5% |
| Admin fee / account holder | $4,434 | $6,332-30.0% | $5,194-14.6% | $10,885-59.3% |