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 | $54,521 | $105,998-48.6% | $92,233-40.9% | $147,584-63.1% |
| Participation rate | 95.2% | 80.4%+14.8pp | 76.5%+18.8pp | 82.8%+12.4pp |
| Annual return | 12.26% | 50.05%-37.8pp | 176.28%-164.0pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,815 | $4,333-58.1% | $3,679-50.7% | $4,876-62.8% |
| Participant deferral / active EE | $3,607 | $4,478-19.4% | $3,897-7.4% | $5,439-33.7% |
| Admin fee / account holder | $17,509 | $6,332+176.5% | $5,194+237.1% | $10,885+60.8% |