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 | $90,051 | $105,998-15.0% | $92,233-2.4% | $147,584-39.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.37% | 50.05%-32.7pp | 176.28%-158.9pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,961 | $4,333-54.8% | $3,679-46.7% | $4,876-59.8% |
| Participant deferral / active EE | $7,550 | $4,478+68.6% | $3,897+93.8% | $5,439+38.8% |
| Admin fee / account holder | $2,124 | $6,332-66.5% | $5,194-59.1% | $10,885-80.5% |