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 6-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 | $65,831 | $65,409+0.6% | $98,442-33.1% | $85,850-23.3% |
| Participation rate | 96.0% | 65.0%+31.0pp | 73.3%+22.7pp | 69.3%+26.7pp |
| Annual return | 61.47% | 21.76%+39.7pp | 1492.73%-1431.3pp | 318.53%-257.1pp |
| Employer contribution / active EE | $5,692 | $2,168+162.6% | $2,960+92.3% | $2,565+121.9% |
| Participant deferral / active EE | $7,817 | $3,166+146.9% | $4,276+82.8% | $3,952+97.8% |
| Admin fee / account holder | $7,351 | $4,593+60.1% | $5,949+23.6% | $6,260+17.4% |