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 9-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 | $100,975 | $76,738+31.6% | $56,411+79.0% | $145,922-30.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 5.43% | 2994.23%-2988.8pp | 1701.33%-1695.9pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,236 | $1,380-10.4% | $1,039+19.0% | $4,660-73.5% |
| Participant deferral / active EE | $338 | $2,623-87.1% | $1,952-82.7% | $6,688-95.0% |
| Admin fee / account holder | $1,027 | $3,334-69.2% | $2,829-63.7% | $13,397-92.3% |