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 | $70,582 | $108,642-35.0% | $74,701-5.5% | $152,861-53.8% |
| Participation rate | 95.0% | 65.3%+29.7pp | 54.5%+40.5pp | 82.4%+12.6pp |
| Annual return | 19.13% | 114.06%-94.9pp | 752.92%-733.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $4,037 | $1,503+168.6% | $1,084+272.5% | $4,762-15.2% |
| Participant deferral / active EE | $2,953 | $2,712+8.9% | $1,964+50.4% | $5,850-49.5% |
| Admin fee / account holder | $3,830 | $4,902-21.9% | $3,333+14.9% | $11,596-67.0% |