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 | $65,339 | $109,327-40.2% | $89,391-26.9% | $158,922-58.9% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 10.93% | 345.68%-334.7pp | 245.62%-234.7pp | 302.83%-291.9pp |
| Employer contribution / active EE | $5,190 | $3,170+63.8% | $2,586+100.7% | $4,761+9.0% |
| Participant deferral / active EE | $22,033 | $4,598+379.1% | $3,890+466.4% | $5,982+268.3% |
| Admin fee / account holder | $45,875 | $6,153+645.6% | $4,881+839.8% | $11,246+307.9% |