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 | $64,952 | $105,998-38.7% | $92,233-29.6% | $147,584-56.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.63% | 50.05%-36.4pp | 176.28%-162.6pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,953 | $4,333-54.9% | $3,679-46.9% | $4,876-60.0% |
| Participant deferral / active EE | $5,567 | $4,478+24.3% | $3,897+42.9% | $5,439+2.3% |
| Admin fee / account holder | $474 | $6,332-92.5% | $5,194-90.9% | $10,885-95.6% |