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 | $159,674 | $105,998+50.6% | $92,233+73.1% | $147,584+8.2% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 12.67% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,794 | $4,333-58.6% | $3,679-51.3% | $4,876-63.2% |
| Participant deferral / active EE | $1,794 | $4,478-59.9% | $3,897-54.0% | $5,439-67.0% |
| Admin fee / account holder | $1,032 | $6,332-83.7% | $5,194-80.1% | $10,885-90.5% |