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 | $93,917 | $70,587+33.1% | $124,672-24.7% | $85,850+9.4% |
| Participation rate | 87.5% | 64.4%+23.1pp | 74.6%+12.9pp | 69.3%+18.2pp |
| Annual return | 13.21% | 20688.83%-20675.6pp | 5142.93%-5129.7pp | 318.53%-305.3pp |
| Employer contribution / active EE | $3,011 | $1,913+57.3% | $3,324-9.4% | $2,565+17.4% |
| Participant deferral / active EE | $6,047 | $2,969+103.7% | $4,614+31.0% | $3,952+53.0% |
| Admin fee / account holder | $5,291 | $5,282+0.2% | $7,493-29.4% | $6,260-15.5% |