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 | $97,546 | $100,852-3.3% | $90,404+7.9% | $158,922-38.6% |
| Participation rate | 95.5% | 75.0%+20.4pp | 72.7%+22.8pp | 82.0%+13.5pp |
| Annual return | 14.50% | 1724.20%-1709.7pp | 1293.02%-1278.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,682 | $3,689-54.4% | $3,262-48.4% | $4,761-64.7% |
| Participant deferral / active EE | $3,622 | $4,348-16.7% | $3,963-8.6% | $5,982-39.5% |
| Admin fee / account holder | $768 | $6,501-88.2% | $5,611-86.3% | $11,246-93.2% |