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 | $56,226 | $49,173+14.3% | $121,098-53.6% | $75,163-25.2% |
| Participation rate | 85.3% | 55.4%+29.9pp | 69.5%+15.8pp | 67.2%+18.1pp |
| Annual return | 14.80% | 55.99%-41.2pp | 985.75%-971.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $2,304 | $1,546+49.1% | $4,164-44.7% | $2,670-13.7% |
| Participant deferral / active EE | $3,839 | $2,628+46.1% | $4,080-5.9% | $4,125-6.9% |
| Admin fee / account holder | $2,372 | $3,942-39.8% | $5,644-58.0% | $5,651-58.0% |