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 | $78,715 | $88,751-11.3% | $81,812-3.8% | $145,922-46.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 18.68% | 1025.40%-1006.7pp | 773.79%-755.1pp | 561.29%-542.6pp |
| Employer contribution / active EE | $3,125 | $3,083+1.4% | $2,912+7.3% | $4,660-32.9% |
| Participant deferral / active EE | $7,660 | $4,643+65.0% | $4,319+77.4% | $6,688+14.5% |
| Admin fee / account holder | $15,905 | $8,415+89.0% | $7,386+115.3% | $13,397+18.7% |