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 | $82,325 | $96,635-14.8% | $86,612-4.9% | $139,434-41.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 28.06% | 106.41%-78.4pp | 591.07%-563.0pp | 372.94%-344.9pp |
| Employer contribution / active EE | $5,951 | $3,263+82.4% | $3,022+96.9% | $4,751+25.3% |
| Participant deferral / active EE | $10,344 | $4,836+113.9% | $4,438+133.1% | $6,710+54.2% |
| Admin fee / account holder | $17,890 | $6,408+179.2% | $5,614+218.7% | $11,403+56.9% |