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 | $73,050 | $102,604-28.8% | $86,188-15.2% | $139,434-47.6% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 16.20% | 1922.51%-1906.3pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $7,103 | $3,032+134.2% | $2,380+198.4% | $4,751+49.5% |
| Participant deferral / active EE | $18,139 | $4,676+287.9% | $3,985+355.1% | $6,710+170.3% |
| Admin fee / account holder | $38,618 | $8,657+346.1% | $6,852+463.6% | $11,403+238.7% |