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 | $75,155 | $58,927+27.5% | $76,817-2.2% | $72,985+3.0% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 19.70% | 2305.64%-2285.9pp | 1166.11%-1146.4pp | 81.00%-61.3pp |
| Employer contribution / active EE | $3,550 | $1,787+98.7% | $2,302+54.2% | $2,440+45.5% |
| Participant deferral / active EE | $8,574 | $2,690+218.7% | $3,336+157.0% | $3,607+137.7% |
| Admin fee / account holder | $933 | $4,013-76.8% | $6,420-85.5% | $5,124-81.8% |