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 | $88,714 | $105,998-16.3% | $92,233-3.8% | $147,584-39.9% |
| Participation rate | 92.9% | 80.4%+12.4pp | 76.5%+16.4pp | 82.8%+10.0pp |
| Annual return | 17.70% | 50.05%-32.4pp | 176.28%-158.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $10,000 | $4,333+130.8% | $3,679+171.8% | $4,876+105.1% |
| Participant deferral / active EE | $2,137 | $4,478-52.3% | $3,897-45.2% | $5,439-60.7% |
| Admin fee / account holder | $5,961 | $6,332-5.9% | $5,194+14.8% | $10,885-45.2% |