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 | $94,868 | $109,817-13.6% | $98,442-3.6% | $167,490-43.4% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 15.11% | 1956.69%-1941.6pp | 1492.73%-1477.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,098 | $3,224+89.2% | $2,960+106.0% | $4,837+26.1% |
| Participant deferral / active EE | $6,658 | $4,673+42.5% | $4,276+55.7% | $6,341+5.0% |
| Admin fee / account holder | $28,860 | $6,753+327.4% | $5,949+385.1% | $12,309+134.5% |