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 | $84,432 | $58,927+43.3% | $76,817+9.9% | $72,985+15.7% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 21.95% | 2305.64%-2283.7pp | 1166.11%-1144.2pp | 81.00%-59.0pp |
| Employer contribution / active EE | $2,238 | $1,787+25.3% | $2,302-2.8% | $2,440-8.3% |
| Participant deferral / active EE | $4,288 | $2,690+59.4% | $3,336+28.5% | $3,607+18.9% |
| Admin fee / account holder | $3,789 | $4,013-5.6% | $6,420-41.0% | $5,124-26.1% |