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 | $40,499 | $105,998-61.8% | $92,233-56.1% | $147,584-72.6% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 20.33% | 50.05%-29.7pp | 176.28%-156.0pp | 578.55%-558.2pp |
| Employer contribution / active EE | $5,501 | $4,333+26.9% | $3,679+49.5% | $4,876+12.8% |
| Participant deferral / active EE | $8,726 | $4,478+94.9% | $3,897+123.9% | $5,439+60.4% |
| Admin fee / account holder | $6,469 | $6,332+2.2% | $5,194+24.6% | $10,885-40.6% |