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 | $88,437 | $104,486-15.4% | $76,817+15.1% | $152,861-42.1% |
| Participation rate | 82.4% | 76.6%+5.8pp | 72.1%+10.3pp | 82.4%-0.1pp |
| Annual return | 10.66% | 1013.37%-1002.7pp | 1166.11%-1155.4pp | 345.32%-334.7pp |
| Employer contribution / active EE | $3,429 | $3,116+10.1% | $2,302+48.9% | $4,762-28.0% |
| Participant deferral / active EE | $4,043 | $4,236-4.5% | $3,336+21.2% | $5,850-30.9% |
| Admin fee / account holder | $8,770 | $12,275-28.6% | $6,420+36.6% | $11,596-24.4% |