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 | $77,443 | $109,817-29.5% | $98,442-21.3% | $167,490-53.8% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 26.36% | 1956.69%-1930.3pp | 1492.73%-1466.4pp | 478.56%-452.2pp |
| Employer contribution / active EE | $2,570 | $3,224-20.3% | $2,960-13.2% | $4,837-46.9% |
| Participant deferral / active EE | $2,961 | $4,673-36.6% | $4,276-30.8% | $6,341-53.3% |
| Admin fee / account holder | $12,653 | $6,753+87.4% | $5,949+112.7% | $12,309+2.8% |