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 | $73,988 | $105,998-30.2% | $92,233-19.8% | $147,584-49.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.66% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $2,301 | $4,333-46.9% | $3,679-37.5% | $4,876-52.8% |
| Participant deferral / active EE | $7,930 | $4,478+77.1% | $3,897+103.5% | $5,439+45.8% |
| Admin fee / account holder | $3,495 | $6,332-44.8% | $5,194-32.7% | $10,885-67.9% |