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 | $81,225 | $109,817-26.0% | $98,442-17.5% | $167,490-51.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.43% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $5,022 | $3,224+55.8% | $2,960+69.7% | $4,837+3.8% |
| Participant deferral / active EE | $6,713 | $4,673+43.7% | $4,276+57.0% | $6,341+5.9% |
| Admin fee / account holder | $11,099 | $6,753+64.4% | $5,949+86.6% | $12,309-9.8% |