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 6-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 | $75,446 | $83,902-10.1% | $167,512-55.0% | $84,808-11.0% |
| Participation rate | 87.4% | 66.5%+20.9pp | 77.1%+10.3pp | 68.3%+19.0pp |
| Annual return | 15.54% | 91.55%-76.0pp | 1615.79%-1600.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $672 | $2,264-70.3% | $3,882-82.7% | $2,631-74.5% |
| Participant deferral / active EE | $4,974 | $4,442+12.0% | $6,405-22.3% | $4,212+18.1% |
| Admin fee / account holder | $3,122 | $7,915-60.6% | $9,769-68.0% | $7,344-57.5% |