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 | $76,589 | $109,817-30.3% | $98,442-22.2% | $167,490-54.3% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 9.53% | 1956.69%-1947.2pp | 1492.73%-1483.2pp | 478.56%-469.0pp |
| Employer contribution / active EE | $2,266 | $3,224-29.7% | $2,960-23.5% | $4,837-53.2% |
| Participant deferral / active EE | $7,821 | $4,673+67.4% | $4,276+82.9% | $6,341+23.3% |
| Admin fee / account holder | $35,771 | $6,753+429.7% | $5,949+501.3% | $12,309+190.6% |