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 | $93,548 | $100,852-7.2% | $90,404+3.5% | $158,922-41.1% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.7%+14.0pp | 82.0%+4.7pp |
| Annual return | 8.98% | 1724.20%-1715.2pp | 1293.02%-1284.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,451 | $4,348-66.6% | $3,963-63.4% | $5,982-75.7% |
| Admin fee / account holder | $26,535 | $6,501+308.2% | $5,611+372.9% | $11,246+136.0% |