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 | $63,231 | $49,173+28.6% | $121,098-47.8% | $75,163-15.9% |
| Participation rate | 76.2% | 55.4%+20.8pp | 69.5%+6.7pp | 67.2%+9.0pp |
| Annual return | 17.05% | 55.99%-38.9pp | 985.75%-968.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,033 | $1,546+31.5% | $4,164-51.2% | $2,670-23.9% |
| Participant deferral / active EE | $3,877 | $2,628+47.6% | $4,080-5.0% | $4,125-6.0% |
| Admin fee / account holder | $2,751 | $3,942-30.2% | $5,644-51.3% | $5,651-51.3% |