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 | $71,987 | $100,852-28.6% | $90,404-20.4% | $158,922-54.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 11.01% | 1724.20%-1713.2pp | 1293.02%-1282.0pp | 302.83%-291.8pp |
| Employer contribution / active EE | $4,277 | $3,689+16.0% | $3,262+31.1% | $4,761-10.2% |
| Participant deferral / active EE | $9,926 | $4,348+128.3% | $3,963+150.5% | $5,982+65.9% |
| Admin fee / account holder | $9,045 | $6,501+39.1% | $5,611+61.2% | $11,246-19.6% |