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 | $59,999 | $107,334-44.1% | $92,893-35.4% | $152,861-60.7% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 21.76% | 145.58%-123.8pp | 109.41%-87.7pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,697 | $4,221-36.1% | $3,653-26.2% | $4,762-43.4% |
| Participant deferral / active EE | $4,627 | $4,845-4.5% | $4,236+9.2% | $5,850-20.9% |
| Admin fee / account holder | $6,487 | $7,079-8.4% | $5,794+12.0% | $11,596-44.1% |