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 | $62,186 | $100,852-38.3% | $90,404-31.2% | $158,922-60.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.30% | 1724.20%-1707.9pp | 1293.02%-1276.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,784 | $3,689-24.5% | $3,262-14.7% | $4,761-41.5% |
| Participant deferral / active EE | $7,751 | $4,348+78.3% | $3,963+95.6% | $5,982+29.6% |
| Admin fee / account holder | $4,597 | $6,501-29.3% | $5,611-18.1% | $11,246-59.1% |