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 | $57,489 | $105,998-45.8% | $92,233-37.7% | $147,584-61.0% |
| Participation rate | 87.0% | 80.4%+6.5pp | 76.5%+10.5pp | 82.8%+4.1pp |
| Annual return | 19.05% | 50.05%-31.0pp | 176.28%-157.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,667 | $4,333-38.4% | $3,679-27.5% | $4,876-45.3% |
| Participant deferral / active EE | $6,518 | $4,478+45.6% | $3,897+67.3% | $5,439+19.8% |
| Admin fee / account holder | $7,512 | $6,332+18.6% | $5,194+44.6% | $10,885-31.0% |