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 | $102,469 | $100,852+1.6% | $90,404+13.3% | $158,922-35.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.00% | 1724.20%-1700.2pp | 1293.02%-1269.0pp | 302.83%-278.8pp |
| Employer contribution / active EE | $2,935 | $3,689-20.4% | $3,262-10.0% | $4,761-38.4% |
| Participant deferral / active EE | $6,091 | $4,348+40.1% | $3,963+53.7% | $5,982+1.8% |
| Admin fee / account holder | $568 | $6,501-91.3% | $5,611-89.9% | $11,246-94.9% |