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 | $88,221 | $88,751-0.6% | $81,812+7.8% | $145,922-39.5% |
| Participation rate | 90.5% | 75.0%+15.4pp | 72.3%+18.1pp | 80.3%+10.2pp |
| Annual return | 15.31% | 1025.40%-1010.1pp | 773.79%-758.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,155 | $3,083-30.1% | $2,912-26.0% | $4,660-53.8% |
| Participant deferral / active EE | $6,765 | $4,643+45.7% | $4,319+56.7% | $6,688+1.2% |
| Admin fee / account holder | $886 | $8,415-89.5% | $7,386-88.0% | $13,397-93.4% |