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 | $102,757 | $100,852+1.9% | $90,404+13.7% | $158,922-35.3% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 11.83% | 1724.20%-1712.4pp | 1293.02%-1281.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $622 | $3,689-83.1% | $3,262-80.9% | $4,761-86.9% |
| Participant deferral / active EE | $7,794 | $4,348+79.3% | $3,963+96.7% | $5,982+30.3% |
| Admin fee / account holder | $11,807 | $6,501+81.6% | $5,611+110.4% | $11,246+5.0% |