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 | $85,258 | $53,516+59.3% | $126,539-32.6% | $84,808+0.5% |
| Participation rate | 89.1% | 58.2%+30.8pp | 69.8%+19.2pp | 68.3%+20.8pp |
| Annual return | 14.02% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,721 | $2,671+226.5% | $4,083+113.6% | $4,212+107.1% |
| Admin fee / account holder | $3,445 | $4,497-23.4% | $6,065-43.2% | $7,344-53.1% |