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 9-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 | $81,512 | $124,185-34.4% | $108,410-24.8% | $167,490-51.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.73% | 1379.64%-1364.9pp | 905.27%-890.5pp | 478.56%-463.8pp |
| Employer contribution / active EE | $3,582 | $4,187-14.4% | $3,558+0.7% | $4,837-26.0% |
| Participant deferral / active EE | $10,187 | $6,908+47.5% | $6,563+55.2% | $6,341+60.6% |
| Admin fee / account holder | $2,033 | $9,455-78.5% | $7,295-72.1% | $12,309-83.5% |