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 | $81,840 | $100,852-18.9% | $90,404-9.5% | $158,922-48.5% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 18.75% | 1724.20%-1705.5pp | 1293.02%-1274.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $2,083 | $3,689-43.5% | $3,262-36.2% | $4,761-56.3% |
| Participant deferral / active EE | $4,747 | $4,348+9.2% | $3,963+19.8% | $5,982-20.6% |
| Admin fee / account holder | $369 | $6,501-94.3% | $5,611-93.4% | $11,246-96.7% |