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 | $62,587 | $70,606-11.4% | $53,898+16.1% | $142,382-56.0% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 12.97% | 619.81%-606.8pp | 528.60%-515.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $235 | $1,202-80.5% | $932-74.8% | $4,299-94.5% |
| Participant deferral / active EE | $325 | $2,364-86.3% | $1,826-82.2% | $6,507-95.0% |
| Admin fee / account holder | $475 | $2,852-83.3% | $2,491-80.9% | $12,624-96.2% |