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 8-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 | $110,997 | $100,852+10.1% | $90,404+22.8% | $158,922-30.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.70% | 1724.20%-1705.5pp | 1293.02%-1274.3pp | 302.83%-284.1pp |
| Employer contribution / active EE | $3,036 | $3,689-17.7% | $3,262-6.9% | $4,761-36.2% |
| Participant deferral / active EE | $8,052 | $4,348+85.2% | $3,963+103.2% | $5,982+34.6% |
| Admin fee / account holder | $2,077 | $6,501-68.1% | $5,611-63.0% | $11,246-81.5% |