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 | $56,428 | $102,966-45.2% | $90,281-37.5% | $152,861-63.1% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 20.96% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,495 | $3,139-52.4% | $2,854-47.6% | $4,762-68.6% |
| Participant deferral / active EE | $2,822 | $4,281-34.1% | $3,885-27.4% | $5,850-51.8% |
| Admin fee / account holder | $37,386 | $6,171+505.9% | $5,351+598.6% | $11,596+222.4% |