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 | $83,777 | $70,587+18.7% | $124,672-32.8% | $85,850-2.4% |
| Participation rate | 89.5% | 64.4%+25.1pp | 74.6%+14.9pp | 69.3%+20.2pp |
| Annual return | 13.54% | 20688.83%-20675.3pp | 5142.93%-5129.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,653 | $1,913+38.6% | $3,324-20.2% | $2,565+3.4% |
| Participant deferral / active EE | $3,458 | $2,969+16.5% | $4,614-25.1% | $3,952-12.5% |
| Admin fee / account holder | $865 | $5,282-83.6% | $7,493-88.5% | $6,260-86.2% |