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 | $85,841 | $100,852-14.9% | $90,404-5.0% | $158,922-46.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 23.70% | 1724.20%-1700.5pp | 1293.02%-1269.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,070 | $3,689-43.9% | $3,262-36.5% | $4,761-56.5% |
| Participant deferral / active EE | $4,662 | $4,348+7.2% | $3,963+17.6% | $5,982-22.1% |
| Admin fee / account holder | $2,213 | $6,501-66.0% | $5,611-60.6% | $11,246-80.3% |