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 | $82,199 | $100,852-18.5% | $90,404-9.1% | $158,922-48.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 13.43% | 1724.20%-1710.8pp | 1293.02%-1279.6pp | 302.83%-289.4pp |
| Employer contribution / active EE | $8,440 | $3,689+128.8% | $3,262+158.7% | $4,761+77.3% |
| Participant deferral / active EE | $2,792 | $4,348-35.8% | $3,963-29.6% | $5,982-53.3% |
| Admin fee / account holder | $3,444 | $6,501-47.0% | $5,611-38.6% | $11,246-69.4% |