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 | $99,865 | $100,852-1.0% | $90,404+10.5% | $158,922-37.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 7.77% | 1724.20%-1716.4pp | 1293.02%-1285.2pp | 302.83%-295.1pp |
| Employer contribution / active EE | $1,438 | $3,689-61.0% | $3,262-55.9% | $4,761-69.8% |
| Participant deferral / active EE | $1,721 | $4,348-60.4% | $3,963-56.6% | $5,982-71.2% |
| Admin fee / account holder | $891 | $6,501-86.3% | $5,611-84.1% | $11,246-92.1% |