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 | $64,760 | $81,474-20.5% | $133,956-51.7% | $73,488-11.9% |
| Participation rate | 75.0% | 76.4%-1.4pp | 79.8%-4.8pp | 70.7%+4.3pp |
| Annual return | 304.27% | 19.40%+284.9pp | 45.09%+259.2pp | 28.51%+275.8pp |
| Employer contribution / active EE | $1,999 | $2,209-9.5% | $3,919-49.0% | $2,270-11.9% |
| Participant deferral / active EE | $3,590 | $3,786-5.2% | $5,048-28.9% | $3,740-4.0% |
| Admin fee / account holder | $4,901 | $713+587.3% | $8,927-45.1% | $513+855.3% |