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 | $47,875 | $138,065-65.3% | $123,544-61.2% | $135,375-64.6% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | 46.22% | 153.68%-107.5pp | 119.20%-73.0pp | 519.73%-473.5pp |
| Employer contribution / active EE | $7,060 | $5,151+37.1% | $4,628+52.6% | $4,779+47.7% |
| Participant deferral / active EE | $6,044 | $6,799-11.1% | $6,426-5.9% | $5,609+7.8% |
| Admin fee / account holder | $5,109 | $10,916-53.2% | $9,284-45.0% | $10,827-52.8% |