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 | $65,971 | $105,998-37.8% | $92,233-28.5% | $147,584-55.3% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 20.23% | 50.05%-29.8pp | 176.28%-156.1pp | 578.55%-558.3pp |
| Employer contribution / active EE | $821 | $4,333-81.1% | $3,679-77.7% | $4,876-83.2% |
| Participant deferral / active EE | $6,467 | $4,478+44.4% | $3,897+66.0% | $5,439+18.9% |
| Admin fee / account holder | $842 | $6,332-86.7% | $5,194-83.8% | $10,885-92.3% |