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 | $61,457 | $105,998-42.0% | $92,233-33.4% | $147,584-58.4% |
| Participation rate | 95.0% | 80.4%+14.6pp | 76.5%+18.5pp | 82.8%+12.2pp |
| Annual return | 16.51% | 50.05%-33.5pp | 176.28%-159.8pp | 578.55%-562.0pp |
| Employer contribution / active EE | $8,117 | $4,333+87.3% | $3,679+120.6% | $4,876+66.5% |
| Participant deferral / active EE | $3,967 | $4,478-11.4% | $3,897+1.8% | $5,439-27.1% |
| Admin fee / account holder | $6,184 | $6,332-2.3% | $5,194+19.1% | $10,885-43.2% |