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 | $26,570 | $49,173-46.0% | $121,098-78.1% | $75,163-64.6% |
| Participation rate | 89.7% | 55.4%+34.3pp | 69.5%+20.2pp | 67.2%+22.5pp |
| Annual return | 15.29% | 55.99%-40.7pp | 985.75%-970.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,962 | $1,546+91.7% | $4,164-28.9% | $2,670+11.0% |
| Participant deferral / active EE | $0 | $2,628-100.0% | $4,080-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,636 | $3,942-58.5% | $5,644-71.0% | $5,651-71.1% |