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 | $61,166 | $100,852-39.4% | $90,404-32.3% | $158,922-61.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 23.91% | 1724.20%-1700.3pp | 1293.02%-1269.1pp | 302.83%-278.9pp |
| Employer contribution / active EE | $7,733 | $3,689+109.6% | $3,262+137.1% | $4,761+62.4% |
| Participant deferral / active EE | $6,589 | $4,348+51.5% | $3,963+66.2% | $5,982+10.1% |
| Admin fee / account holder | $9,920 | $6,501+52.6% | $5,611+76.8% | $11,246-11.8% |