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 | $95,979 | $109,817-12.6% | $98,442-2.5% | $167,490-42.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.07% | 1956.69%-1943.6pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $4,295 | $3,224+33.2% | $2,960+45.1% | $4,837-11.2% |
| Participant deferral / active EE | $9,210 | $4,673+97.1% | $4,276+115.4% | $6,341+45.2% |
| Admin fee / account holder | $1,534 | $6,753-77.3% | $5,949-74.2% | $12,309-87.5% |