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 | $96,138 | $82,630+16.3% | $64,105+50.0% | $125,391-23.3% |
| Participation rate | 85.7% | 75.9%+9.9pp | 68.2%+17.5pp | 83.2%+2.5pp |
| Annual return | 0.79% | 1489.72%-1488.9pp | 791.24%-790.5pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,693 | $2,671-36.6% | $1,820-6.9% | $4,866-65.2% |
| Participant deferral / active EE | $7,294 | $3,608+102.1% | $2,822+158.5% | $5,352+36.3% |
| Admin fee / account holder | $1,804 | $6,382-71.7% | $4,499-59.9% | $9,540-81.1% |