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 | $54,994 | $159,901-65.6% | $146,958-62.6% | $145,922-62.3% |
| Participation rate | 85.0% | 84.0%+1.0pp | 82.2%+2.8pp | 80.3%+4.7pp |
| Annual return | 15.20% | 98.13%-82.9pp | 418.34%-403.1pp | 561.29%-546.1pp |
| Employer contribution / active EE | $2,365 | $5,286-55.3% | $4,933-52.1% | $4,660-49.2% |
| Participant deferral / active EE | $4,990 | $8,428-40.8% | $8,070-38.2% | $6,688-25.4% |
| Admin fee / account holder | $1,729 | $15,044-88.5% | $12,998-86.7% | $13,397-87.1% |