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 | $86,353 | $150,440-42.6% | $136,294-36.6% | $147,584-41.5% |
| Participation rate | 94.7% | 84.4%+10.3pp | 81.9%+12.8pp | 82.8%+11.9pp |
| Annual return | 15.28% | 1049.08%-1033.8pp | 5155.94%-5140.7pp | 578.55%-563.3pp |
| Employer contribution / active EE | $986 | $5,256-81.2% | $4,695-79.0% | $4,876-79.8% |
| Participant deferral / active EE | $3,178 | $6,630-52.1% | $6,247-49.1% | $5,439-41.6% |
| Admin fee / account holder | $28,508 | $10,905+161.4% | $9,243+208.4% | $10,885+161.9% |