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 | $79,935 | $100,852-20.7% | $90,404-11.6% | $158,922-49.7% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 14.58% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $5,494 | $3,689+48.9% | $3,262+68.4% | $4,761+15.4% |
| Participant deferral / active EE | $3,726 | $4,348-14.3% | $3,963-6.0% | $5,982-37.7% |
| Admin fee / account holder | $36,660 | $6,501+463.9% | $5,611+553.4% | $11,246+226.0% |