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 | $83,281 | $105,998-21.4% | $92,233-9.7% | $147,584-43.6% |
| Participation rate | 92.3% | 80.4%+11.9pp | 76.5%+15.8pp | 82.8%+9.5pp |
| Annual return | 20.76% | 50.05%-29.3pp | 176.28%-155.5pp | 578.55%-557.8pp |
| Employer contribution / active EE | $4,694 | $4,333+8.3% | $3,679+27.6% | $4,876-3.7% |
| Participant deferral / active EE | $10,134 | $4,478+126.3% | $3,897+160.1% | $5,439+86.3% |
| Admin fee / account holder | $849 | $6,332-86.6% | $5,194-83.6% | $10,885-92.2% |