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 | $68,905 | $102,966-33.1% | $90,281-23.7% | $152,861-54.9% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 25.15% | 95.16%-70.0pp | 78.10%-53.0pp | 345.32%-320.2pp |
| Employer contribution / active EE | $4,710 | $3,139+50.1% | $2,854+65.0% | $4,762-1.1% |
| Participant deferral / active EE | $5,692 | $4,281+32.9% | $3,885+46.5% | $5,850-2.7% |
| Admin fee / account holder | $343 | $6,171-94.4% | $5,351-93.6% | $11,596-97.0% |