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 | $89,037 | $100,852-11.7% | $90,404-1.5% | $158,922-44.0% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 15.52% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,979 | $3,689-46.3% | $3,262-39.3% | $4,761-58.4% |
| Participant deferral / active EE | $5,036 | $4,348+15.8% | $3,963+27.1% | $5,982-15.8% |
| Admin fee / account holder | $676 | $6,501-89.6% | $5,611-88.0% | $11,246-94.0% |