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 | $91,381 | $101,317-9.8% | $146,958-37.8% | $74,495+22.7% |
| Participation rate | 92.9% | 75.5%+17.3pp | 82.2%+10.7pp | 67.2%+25.7pp |
| Annual return | 17.83% | 8730.91%-8713.1pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $5,792 | $3,810+52.0% | $4,933+17.4% | $2,623+120.8% |
| Participant deferral / active EE | $9,612 | $7,303+31.6% | $8,070+19.1% | $4,346+121.2% |
| Admin fee / account holder | $3,737 | $1,739+114.9% | $12,998-71.2% | $1,942+92.5% |