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 | $69,118 | $48,570+42.3% | $130,648-47.1% | $72,985-5.3% |
| Participation rate | 80.4% | 58.6%+21.9pp | 71.7%+8.7pp | 69.5%+10.9pp |
| Annual return | 21.75% | 38.63%-16.9pp | 1708.96%-1687.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $856 | $1,334-35.8% | $4,092-79.1% | $2,440-64.9% |
| Participant deferral / active EE | $4,051 | $2,384+69.9% | $3,603+12.4% | $3,607+12.3% |
| Admin fee / account holder | $1,252 | $3,549-64.7% | $5,464-77.1% | $5,124-75.6% |