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 | $72,471 | $105,998-31.6% | $92,233-21.4% | $147,584-50.9% |
| Participation rate | 94.7% | 80.4%+14.3pp | 76.5%+18.3pp | 82.8%+11.9pp |
| Annual return | 21.88% | 50.05%-28.2pp | 176.28%-154.4pp | 578.55%-556.7pp |
| Employer contribution / active EE | $2,102 | $4,333-51.5% | $3,679-42.9% | $4,876-56.9% |
| Participant deferral / active EE | $4,749 | $4,478+6.1% | $3,897+21.9% | $5,439-12.7% |
| Admin fee / account holder | $766 | $6,332-87.9% | $5,194-85.2% | $10,885-93.0% |