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 | $70,376 | $57,281+22.9% | $86,612-18.7% | $75,163-6.4% |
| Participation rate | 90.1% | 63.2%+26.9pp | 71.7%+18.4pp | 67.2%+22.9pp |
| Annual return | 15.40% | 2670.75%-2655.3pp | 591.07%-575.7pp | 160.62%-145.2pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,190 | $3,318+26.3% | $4,438-5.6% | $4,125+1.6% |
| Admin fee / account holder | $3,154 | $4,112-23.3% | $5,614-43.8% | $5,651-44.2% |