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 | $57,081 | $60,124-5.1% | $90,404-36.9% | $79,858-28.5% |
| Participation rate | 78.0% | 65.0%+13.0pp | 72.7%+5.3pp | 69.6%+8.4pp |
| Annual return | 10.72% | 71.94%-61.2pp | 1293.02%-1282.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $4,234 | $2,068+104.8% | $3,262+29.8% | $2,471+71.4% |
| Participant deferral / active EE | $5,013 | $2,938+70.6% | $3,963+26.5% | $3,740+34.0% |
| Admin fee / account holder | $10,139 | $3,976+155.0% | $5,611+80.7% | $5,306+91.1% |