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 7-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 | $35,150 | $100,852-65.1% | $90,404-61.1% | $158,922-77.9% |
| Participation rate | 94.4% | 75.0%+19.4pp | 72.7%+21.8pp | 82.0%+12.5pp |
| Annual return | 106.36% | 1724.20%-1617.8pp | 1293.02%-1186.7pp | 302.83%-196.5pp |
| Employer contribution / active EE | $5,256 | $3,689+42.5% | $3,262+61.1% | $4,761+10.4% |
| Participant deferral / active EE | $5,581 | $4,348+28.4% | $3,963+40.8% | $5,982-6.7% |
| Admin fee / account holder | $2,102 | $6,501-67.7% | $5,611-62.5% | $11,246-81.3% |