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 | $88,838 | $91,538-3.0% | $129,995-31.7% | $75,163+18.2% |
| Participation rate | 96.8% | 71.4%+25.3pp | 78.5%+18.3pp | 67.2%+29.6pp |
| Annual return | 24.93% | -631.11%+656.0pp | -137.18%+162.1pp | 160.62%-135.7pp |
| Employer contribution / active EE | $9,645 | $2,845+239.0% | $4,320+123.3% | $2,670+261.3% |
| Participant deferral / active EE | $7,638 | $4,341+76.0% | $5,820+31.2% | $4,125+85.2% |
| Admin fee / account holder | $10,502 | $6,790+54.7% | $10,614-1.1% | $5,651+85.8% |