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 | $75,322 | $57,281+31.5% | $86,612-13.0% | $75,163+0.2% |
| Participation rate | 87.1% | 63.2%+23.9pp | 71.7%+15.4pp | 67.2%+19.9pp |
| Annual return | 21.10% | 2670.75%-2649.6pp | 591.07%-570.0pp | 160.62%-139.5pp |
| Employer contribution / active EE | $1,815 | $2,314-21.6% | $3,022-39.9% | $2,670-32.0% |
| Participant deferral / active EE | $2,761 | $3,318-16.8% | $4,438-37.8% | $4,125-33.1% |
| Admin fee / account holder | $2,274 | $4,112-44.7% | $5,614-59.5% | $5,651-59.8% |