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 | $78,283 | $109,817-28.7% | $98,442-20.5% | $167,490-53.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.73% | 1956.69%-1947.0pp | 1492.73%-1483.0pp | 478.56%-468.8pp |
| Employer contribution / active EE | $3,258 | $3,224+1.1% | $2,960+10.1% | $4,837-32.7% |
| Participant deferral / active EE | $8,791 | $4,673+88.1% | $4,276+105.6% | $6,341+38.6% |
| Admin fee / account holder | $15,656 | $6,753+131.9% | $5,949+163.2% | $12,309+27.2% |