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 | $91,654 | $100,852-9.1% | $90,404+1.4% | $158,922-42.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 12.31% | 1724.20%-1711.9pp | 1293.02%-1280.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $3,571 | $3,689-3.2% | $3,262+9.5% | $4,761-25.0% |
| Participant deferral / active EE | $5,547 | $4,348+27.6% | $3,963+40.0% | $5,982-7.3% |
| Admin fee / account holder | $2,759 | $6,501-57.6% | $5,611-50.8% | $11,246-75.5% |