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 | $55,044 | $111,724-50.7% | $93,606-41.2% | $145,922-62.3% |
| Participation rate | 78.3% | 74.2%+4.1pp | 68.7%+9.5pp | 80.3%-2.0pp |
| Annual return | 14.32% | 202.98%-188.7pp | 133.20%-118.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,338 | $3,090-24.3% | $2,420-3.4% | $4,660-49.8% |
| Participant deferral / active EE | $4,699 | $4,912-4.3% | $4,411+6.5% | $6,688-29.7% |
| Admin fee / account holder | $4,543 | $10,250-55.7% | $8,285-45.2% | $13,397-66.1% |