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 | $70,844 | $109,817-35.5% | $98,442-28.0% | $167,490-57.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.91% | 1956.69%-1941.8pp | 1492.73%-1477.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $6,622 | $3,224+105.4% | $2,960+123.7% | $4,837+36.9% |
| Participant deferral / active EE | $9,845 | $4,673+110.7% | $4,276+130.2% | $6,341+55.2% |
| Admin fee / account holder | $26,862 | $6,753+297.8% | $5,949+351.5% | $12,309+118.2% |