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 | $42,174 | $105,998-60.2% | $92,233-54.3% | $147,584-71.4% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 17.28% | 50.05%-32.8pp | 176.28%-159.0pp | 578.55%-561.3pp |
| Employer contribution / active EE | $5,820 | $4,333+34.3% | $3,679+58.2% | $4,876+19.4% |
| Participant deferral / active EE | $3,273 | $4,478-26.9% | $3,897-16.0% | $5,439-39.8% |
| Admin fee / account holder | $2,535 | $6,332-60.0% | $5,194-51.2% | $10,885-76.7% |