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 | $96,333 | $102,604-6.1% | $86,188+11.8% | $139,434-30.9% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.0%+17.4pp | 80.3%+6.0pp |
| Annual return | 22.67% | 1922.51%-1899.8pp | 1168.45%-1145.8pp | 372.94%-350.3pp |
| Employer contribution / active EE | $4,539 | $3,032+49.7% | $2,380+90.7% | $4,751-4.5% |
| Participant deferral / active EE | $10,124 | $4,676+116.5% | $3,985+154.0% | $6,710+50.9% |
| Admin fee / account holder | $5,002 | $8,657-42.2% | $6,852-27.0% | $11,403-56.1% |