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 9-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 | $108,667 | $100,852+7.7% | $90,404+20.2% | $158,922-31.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.35% | 1724.20%-1708.9pp | 1293.02%-1277.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $3,665 | $3,689-0.6% | $3,262+12.4% | $4,761-23.0% |
| Participant deferral / active EE | $14,989 | $4,348+244.7% | $3,963+278.2% | $5,982+150.6% |
| Admin fee / account holder | $1,132 | $6,501-82.6% | $5,611-79.8% | $11,246-89.9% |