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 | $88,831 | $81,625+8.8% | $58,482+51.9% | $139,434-36.3% |
| Participation rate | 88.9% | 61.3%+27.6pp | 50.9%+38.0pp | 80.3%+8.6pp |
| Annual return | 19.04% | 7404.20%-7385.2pp | 4239.32%-4220.3pp | 372.94%-353.9pp |
| Employer contribution / active EE | $1,609 | $1,398+15.0% | $1,053+52.7% | $4,751-66.1% |
| Participant deferral / active EE | $9,604 | $2,557+275.7% | $1,924+399.2% | $6,710+43.1% |
| Admin fee / account holder | $421 | $3,265-87.1% | $2,516-83.3% | $11,403-96.3% |