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 | $60,321 | $105,998-43.1% | $92,233-34.6% | $147,584-59.1% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 10.51% | 50.05%-39.5pp | 176.28%-165.8pp | 578.55%-568.0pp |
| Employer contribution / active EE | $1,229 | $4,333-71.6% | $3,679-66.6% | $4,876-74.8% |
| Participant deferral / active EE | $1,722 | $4,478-61.5% | $3,897-55.8% | $5,439-68.3% |
| Admin fee / account holder | $1,294 | $6,332-79.6% | $5,194-75.1% | $10,885-88.1% |