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 | $75,593 | $124,185-39.1% | $108,410-30.3% | $167,490-54.9% |
| Participation rate | 86.7% | 82.3%+4.4pp | 80.1%+6.5pp | 82.1%+4.6pp |
| Annual return | 42.31% | 1379.64%-1337.3pp | 905.27%-863.0pp | 478.56%-436.3pp |
| Employer contribution / active EE | $1,880 | $4,187-55.1% | $3,558-47.2% | $4,837-61.1% |
| Participant deferral / active EE | $3,457 | $6,908-50.0% | $6,563-47.3% | $6,341-45.5% |
| Admin fee / account holder | $16,196 | $9,455+71.3% | $7,295+122.0% | $12,309+31.6% |