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 | $44,316 | $100,852-56.1% | $90,404-51.0% | $158,922-72.1% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.7%+4.2pp | 82.0%-5.0pp |
| Annual return | 13.65% | 1724.20%-1710.5pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,063 | $3,689-44.1% | $3,262-36.8% | $4,761-56.7% |
| Participant deferral / active EE | $4,652 | $4,348+7.0% | $3,963+17.4% | $5,982-22.2% |
| Admin fee / account holder | $13,014 | $6,501+100.2% | $5,611+131.9% | $11,246+15.7% |