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 | $78,740 | $105,998-25.7% | $92,233-14.6% | $147,584-46.6% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 13.17% | 50.05%-36.9pp | 176.28%-163.1pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,753 | $4,333-59.6% | $3,679-52.4% | $4,876-64.1% |
| Participant deferral / active EE | $6,346 | $4,478+41.7% | $3,897+62.8% | $5,439+16.7% |
| Admin fee / account holder | $443 | $6,332-93.0% | $5,194-91.5% | $10,885-95.9% |