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 | $50,145 | $100,852-50.3% | $90,404-44.5% | $158,922-68.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 102.80% | 1724.20%-1621.4pp | 1293.02%-1190.2pp | 302.83%-200.0pp |
| Employer contribution / active EE | $3,194 | $3,689-13.4% | $3,262-2.1% | $4,761-32.9% |
| Participant deferral / active EE | $5,267 | $4,348+21.1% | $3,963+32.9% | $5,982-12.0% |
| Admin fee / account holder | $17,308 | $6,501+166.2% | $5,611+208.5% | $11,246+53.9% |