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 | $96,544 | $100,852-4.3% | $90,404+6.8% | $158,922-39.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.89% | 1724.20%-1708.3pp | 1293.02%-1277.1pp | 302.83%-286.9pp |
| Employer contribution / active EE | $3,763 | $3,689+2.0% | $3,262+15.4% | $4,761-21.0% |
| Participant deferral / active EE | $7,357 | $4,348+69.2% | $3,963+85.6% | $5,982+23.0% |
| Admin fee / account holder | $590 | $6,501-90.9% | $5,611-89.5% | $11,246-94.8% |