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 | $96,285 | $109,817-12.3% | $98,442-2.2% | $167,490-42.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.23% | 1956.69%-1936.5pp | 1492.73%-1472.5pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,673 | $3,224-48.1% | $2,960-43.5% | $4,837-65.4% |
| Participant deferral / active EE | $7,097 | $4,673+51.9% | $4,276+66.0% | $6,341+11.9% |
| Admin fee / account holder | $916 | $6,753-86.4% | $5,949-84.6% | $12,309-92.6% |