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 | $85,443 | $99,020-13.7% | $86,590-1.3% | $147,584-42.1% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 15.68% | 1312.34%-1296.7pp | 964.84%-949.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $6,774 | $3,132+116.3% | $2,839+138.6% | $4,876+38.9% |
| Participant deferral / active EE | $6,573 | $3,972+65.5% | $3,609+82.1% | $5,439+20.8% |
| Admin fee / account holder | $10,713 | $5,710+87.6% | $4,906+118.4% | $10,885-1.6% |