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 | $69,482 | $105,998-34.4% | $92,233-24.7% | $147,584-52.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.31% | 50.05%-35.7pp | 176.28%-162.0pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,270 | $4,333-70.7% | $3,679-65.5% | $4,876-74.0% |
| Participant deferral / active EE | $3,955 | $4,478-11.7% | $3,897+1.5% | $5,439-27.3% |
| Admin fee / account holder | $1,047 | $6,332-83.5% | $5,194-79.8% | $10,885-90.4% |