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 | $85,196 | $150,440-43.4% | $136,294-37.5% | $147,584-42.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.58% | 1049.08%-1033.5pp | 5155.94%-5140.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $6,213 | $5,256+18.2% | $4,695+32.3% | $4,876+27.4% |
| Participant deferral / active EE | $13,964 | $6,630+110.6% | $6,247+123.5% | $5,439+156.8% |
| Admin fee / account holder | $6,103 | $10,905-44.0% | $9,243-34.0% | $10,885-43.9% |