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 | $91,196 | $100,852-9.6% | $90,404+0.9% | $158,922-42.6% |
| Participation rate | 92.9% | 75.0%+17.8pp | 72.7%+20.2pp | 82.0%+10.9pp |
| Annual return | 6.95% | 1724.20%-1717.3pp | 1293.02%-1286.1pp | 302.83%-295.9pp |
| Employer contribution / active EE | $1,465 | $3,689-60.3% | $3,262-55.1% | $4,761-69.2% |
| Participant deferral / active EE | $2,860 | $4,348-34.2% | $3,963-27.8% | $5,982-52.2% |
| Admin fee / account holder | $43,684 | $6,501+572.0% | $5,611+678.6% | $11,246+288.5% |