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 | $76,290 | $157,256-51.5% | $141,162-46.0% | $152,861-50.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.41% | 64.32%-44.9pp | 71.39%-52.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $9,448 | $5,261+79.6% | $4,735+99.5% | $4,762+98.4% |
| Participant deferral / active EE | $8,807 | $7,109+23.9% | $6,709+31.3% | $5,850+50.5% |
| Admin fee / account holder | $4,691 | $12,120-61.3% | $10,261-54.3% | $11,596-59.6% |