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 | $56,204 | $100,852-44.3% | $90,404-37.8% | $158,922-64.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.98% | 1724.20%-1710.2pp | 1293.02%-1279.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $4,174 | $3,689+13.1% | $3,262+27.9% | $4,761-12.3% |
| Participant deferral / active EE | $4,081 | $4,348-6.1% | $3,963+3.0% | $5,982-31.8% |
| Admin fee / account holder | $3,946 | $6,501-39.3% | $5,611-29.7% | $11,246-64.9% |