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 | $36,970 | $96,635-61.7% | $86,612-57.3% | $139,434-73.5% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 16.98% | 106.41%-89.4pp | 591.07%-574.1pp | 372.94%-356.0pp |
| Employer contribution / active EE | $5,788 | $3,263+77.4% | $3,022+91.5% | $4,751+21.8% |
| Participant deferral / active EE | $9,405 | $4,836+94.5% | $4,438+111.9% | $6,710+40.2% |
| Admin fee / account holder | $14,329 | $6,408+123.6% | $5,614+155.2% | $11,403+25.7% |