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 | $62,444 | $105,998-41.1% | $92,233-32.3% | $147,584-57.7% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 11.61% | 50.05%-38.4pp | 176.28%-164.7pp | 578.55%-566.9pp |
| Employer contribution / active EE | $2,644 | $4,333-39.0% | $3,679-28.1% | $4,876-45.8% |
| Participant deferral / active EE | $1,911 | $4,478-57.3% | $3,897-51.0% | $5,439-64.9% |
| Admin fee / account holder | $8,555 | $6,332+35.1% | $5,194+64.7% | $10,885-21.4% |