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 | $102,912 | $76,738+34.1% | $56,411+82.4% | $145,922-29.5% |
| Participation rate | 90.9% | 63.2%+27.7pp | 52.5%+38.4pp | 80.3%+10.6pp |
| Annual return | 16.32% | 2994.23%-2977.9pp | 1701.33%-1685.0pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,211 | $1,380+60.2% | $1,039+112.9% | $4,660-52.6% |
| Participant deferral / active EE | $4,709 | $2,623+79.6% | $1,952+141.3% | $6,688-29.6% |
| Admin fee / account holder | $348 | $3,334-89.6% | $2,829-87.7% | $13,397-97.4% |