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 | $56,285 | $102,317-45.0% | $146,958-61.7% | $80,856-30.4% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 14.47% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $4,551 | $3,713+22.6% | $4,933-7.8% | $2,755+65.2% |
| Participant deferral / active EE | $6,662 | $6,644+0.3% | $8,070-17.4% | $4,296+55.1% |
| Admin fee / account holder | $2,761 | $7,941-65.2% | $12,998-78.8% | $6,918-60.1% |