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 | $59,627 | $105,998-43.7% | $92,233-35.4% | $147,584-59.6% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 16.76% | 50.05%-33.3pp | 176.28%-159.5pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,987 | $4,333-54.1% | $3,679-46.0% | $4,876-59.3% |
| Participant deferral / active EE | $2,431 | $4,478-45.7% | $3,897-37.6% | $5,439-55.3% |
| Admin fee / account holder | $2,201 | $6,332-65.2% | $5,194-57.6% | $10,885-79.8% |