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 | $61,632 | $76,738-19.7% | $56,411+9.3% | $145,922-57.8% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 10.75% | 2994.23%-2983.5pp | 1701.33%-1690.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $2,384 | $1,380+72.8% | $1,039+129.5% | $4,660-48.8% |
| Participant deferral / active EE | $4,725 | $2,623+80.2% | $1,952+142.1% | $6,688-29.4% |
| Admin fee / account holder | $2,405 | $3,334-27.9% | $2,829-15.0% | $13,397-82.0% |