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 | $89,798 | $100,852-11.0% | $90,404-0.7% | $158,922-43.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.58% | 1724.20%-1706.6pp | 1293.02%-1275.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $3,975 | $3,689+7.8% | $3,262+21.9% | $4,761-16.5% |
| Participant deferral / active EE | $7,784 | $4,348+79.0% | $3,963+96.4% | $5,982+30.1% |
| Admin fee / account holder | $5,153 | $6,501-20.7% | $5,611-8.2% | $11,246-54.2% |