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 | $42,755 | $49,173-13.1% | $121,098-64.7% | $75,163-43.1% |
| Participation rate | 96.9% | 55.4%+41.5pp | 69.5%+27.4pp | 67.2%+29.7pp |
| Annual return | 15.41% | 55.99%-40.6pp | 985.75%-970.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $469 | $1,546-69.7% | $4,164-88.7% | $2,670-82.4% |
| Participant deferral / active EE | $6,869 | $2,628+161.4% | $4,080+68.4% | $4,125+66.5% |
| Admin fee / account holder | $9,285 | $3,942+135.6% | $5,644+64.5% | $5,651+64.3% |