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 | $63,770 | $53,516+19.2% | $126,539-49.6% | $84,808-24.8% |
| Participation rate | 87.5% | 58.2%+29.3pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 14.69% | 58.34%-43.6pp | 425.95%-411.3pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,095 | $1,535-28.7% | $3,674-70.2% | $2,631-58.4% |
| Participant deferral / active EE | $3,110 | $2,671+16.5% | $4,083-23.8% | $4,212-26.2% |
| Admin fee / account holder | $2,919 | $4,497-35.1% | $6,065-51.9% | $7,344-60.3% |