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 | $61,101 | $49,173+24.3% | $121,098-49.5% | $75,163-18.7% |
| Participation rate | 97.8% | 55.4%+42.4pp | 69.5%+28.3pp | 67.2%+30.6pp |
| Annual return | 19.19% | 55.99%-36.8pp | 985.75%-966.6pp | 160.62%-141.4pp |
| Employer contribution / active EE | $6,501 | $1,546+320.6% | $4,164+56.1% | $2,670+143.5% |
| Participant deferral / active EE | $2,605 | $2,628-0.9% | $4,080-36.1% | $4,125-36.9% |
| Admin fee / account holder | $7,048 | $3,942+78.8% | $5,644+24.9% | $5,651+24.7% |