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 | $77,626 | $100,852-23.0% | $90,404-14.1% | $158,922-51.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.91% | 1724.20%-1709.3pp | 1293.02%-1278.1pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,580 | $3,689-3.0% | $3,262+9.7% | $4,761-24.8% |
| Participant deferral / active EE | $7,289 | $4,348+67.6% | $3,963+83.9% | $5,982+21.8% |
| Admin fee / account holder | $1,118 | $6,501-82.8% | $5,611-80.1% | $11,246-90.1% |