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 | $64,565 | $183,963-64.9% | $162,163-60.2% | $152,861-57.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.4%+0.9pp |
| Annual return | 24.67% | 150.76%-126.1pp | 115.59%-90.9pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,787 | $6,371-56.2% | $5,614-50.3% | $4,762-41.5% |
| Participant deferral / active EE | $6,623 | $8,034-17.6% | $7,298-9.2% | $5,850+13.2% |
| Admin fee / account holder | $5,483 | $13,121-58.2% | $10,843-49.4% | $11,596-52.7% |