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 | $69,108 | $105,998-34.8% | $92,233-25.1% | $147,584-53.2% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 35.71% | 50.05%-14.3pp | 176.28%-140.6pp | 578.55%-542.8pp |
| Employer contribution / active EE | $1,171 | $4,333-73.0% | $3,679-68.2% | $4,876-76.0% |
| Participant deferral / active EE | $3,138 | $4,478-29.9% | $3,897-19.5% | $5,439-42.3% |
| Admin fee / account holder | $13,420 | $6,332+111.9% | $5,194+158.4% | $10,885+23.3% |