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 | $78,362 | $73,515+6.6% | $62,995+24.4% | $147,584-46.9% |
| Participation rate | 91.7% | 77.9%+13.8pp | 74.8%+16.9pp | 82.8%+8.8pp |
| Annual return | 12.93% | 175.43%-162.5pp | 87.57%-74.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $5,902 | $3,320+77.7% | $2,759+113.9% | $4,876+21.0% |
| Participant deferral / active EE | $6,055 | $4,185+44.7% | $3,329+81.9% | $5,439+11.3% |
| Admin fee / account holder | $1,454 | $5,953-75.6% | $3,600-59.6% | $10,885-86.6% |