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 | $106,888 | $100,852+6.0% | $90,404+18.2% | $158,922-32.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 9.20% | 1724.20%-1715.0pp | 1293.02%-1283.8pp | 302.83%-293.6pp |
| Employer contribution / active EE | $3,391 | $3,689-8.1% | $3,262+4.0% | $4,761-28.8% |
| Participant deferral / active EE | $9,024 | $4,348+107.6% | $3,963+127.7% | $5,982+50.9% |
| Admin fee / account holder | $94,436 | $6,501+1352.6% | $5,611+1583.1% | $11,246+739.8% |