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 | $98,767 | $109,817-10.1% | $98,442+0.3% | $167,490-41.0% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 14.57% | 1956.69%-1942.1pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $2,052 | $3,224-36.3% | $2,960-30.7% | $4,837-57.6% |
| Participant deferral / active EE | $6,204 | $4,673+32.8% | $4,276+45.1% | $6,341-2.2% |
| Admin fee / account holder | $25,101 | $6,753+271.7% | $5,949+321.9% | $12,309+103.9% |