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 | $83,131 | $70,587+17.8% | $124,672-33.3% | $85,850-3.2% |
| Participation rate | 87.5% | 64.4%+23.1pp | 74.6%+12.9pp | 69.3%+18.2pp |
| Annual return | 15.95% | 20688.83%-20672.9pp | 5142.93%-5127.0pp | 318.53%-302.6pp |
| Employer contribution / active EE | $3,055 | $1,913+59.7% | $3,324-8.1% | $2,565+19.1% |
| Participant deferral / active EE | $7,714 | $2,969+159.8% | $4,614+67.2% | $3,952+95.2% |
| Admin fee / account holder | $4,668 | $5,282-11.6% | $7,493-37.7% | $6,260-25.4% |