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 | $92,508 | $100,852-8.3% | $90,404+2.3% | $158,922-41.8% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 17.40% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,504 | $3,689-59.2% | $3,262-53.9% | $4,761-68.4% |
| Participant deferral / active EE | $3,036 | $4,348-30.2% | $3,963-23.4% | $5,982-49.2% |
| Admin fee / account holder | $599 | $6,501-90.8% | $5,611-89.3% | $11,246-94.7% |