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 | $61,724 | $102,317-39.7% | $146,958-58.0% | $80,856-23.7% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.2%+16.5pp | 67.6%+31.0pp |
| Annual return | 33.41% | 134.76%-101.3pp | 418.34%-384.9pp | 35.59%-2.2pp |
| Employer contribution / active EE | $3,854 | $3,713+3.8% | $4,933-21.9% | $2,755+39.9% |
| Participant deferral / active EE | $11,915 | $6,644+79.3% | $8,070+47.6% | $4,296+177.4% |
| Admin fee / account holder | $5,297 | $7,941-33.3% | $12,998-59.2% | $6,918-23.4% |