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 | $90,632 | $102,604-11.7% | $86,188+5.2% | $139,434-35.0% |
| Participation rate | 88.2% | 74.5%+13.7pp | 69.0%+19.3pp | 80.3%+7.9pp |
| Annual return | 13.86% | 1922.51%-1908.7pp | 1168.45%-1154.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $4,226 | $3,032+39.4% | $2,380+77.6% | $4,751-11.0% |
| Participant deferral / active EE | $6,694 | $4,676+43.2% | $3,985+68.0% | $6,710-0.2% |
| Admin fee / account holder | $14,261 | $8,657+64.7% | $6,852+108.1% | $11,403+25.1% |