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 | $75,391 | $93,571-19.4% | $135,903-44.5% | $75,163+0.3% |
| Participation rate | 88.0% | 75.2%+12.9pp | 81.9%+6.1pp | 67.2%+20.9pp |
| Annual return | 289.32% | 30.90%+258.4pp | 68.23%+221.1pp | 160.62%+128.7pp |
| Employer contribution / active EE | $2,722 | $3,537-23.0% | $4,856-44.0% | $2,670+1.9% |
| Participant deferral / active EE | $5,478 | $6,404-14.5% | $7,758-29.4% | $4,125+32.8% |
| Admin fee / account holder | $4,243 | $6,975-39.2% | $10,762-60.6% | $5,651-24.9% |