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 | $82,343 | $100,852-18.4% | $90,404-8.9% | $158,922-48.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 33.10% | 1724.20%-1691.1pp | 1293.02%-1259.9pp | 302.83%-269.7pp |
| Employer contribution / active EE | $4,197 | $3,689+13.8% | $3,262+28.7% | $4,761-11.8% |
| Participant deferral / active EE | $7,538 | $4,348+73.4% | $3,963+90.2% | $5,982+26.0% |
| Admin fee / account holder | $593 | $6,501-90.9% | $5,611-89.4% | $11,246-94.7% |