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 | $58,814 | $105,998-44.5% | $92,233-36.2% | $147,584-60.1% |
| Participation rate | 95.5% | 80.4%+15.0pp | 76.5%+19.0pp | 82.8%+12.6pp |
| Annual return | 62.86% | 50.05%+12.8pp | 176.28%-113.4pp | 578.55%-515.7pp |
| Employer contribution / active EE | $3,686 | $4,333-14.9% | $3,679+0.2% | $4,876-24.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,936 | $6,332-53.6% | $5,194-43.5% | $10,885-73.0% |