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 | $64,669 | $73,515-12.0% | $62,995+2.7% | $147,584-56.2% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.8%+17.5pp | 82.8%+9.5pp |
| Annual return | 12.90% | 175.43%-162.5pp | 87.57%-74.7pp | 578.55%-565.6pp |
| Employer contribution / active EE | $3,456 | $3,320+4.1% | $2,759+25.3% | $4,876-29.1% |
| Participant deferral / active EE | $5,589 | $4,185+33.5% | $3,329+67.9% | $5,439+2.8% |
| Admin fee / account holder | $3,193 | $5,953-46.4% | $3,600-11.3% | $10,885-70.7% |