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 | $100,732 | $100,852-0.1% | $90,404+11.4% | $158,922-36.6% |
| Participation rate | 76.2% | 75.0%+1.2pp | 72.7%+3.5pp | 82.0%-5.8pp |
| Annual return | 17.49% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $1,451 | $3,689-60.7% | $3,262-55.5% | $4,761-69.5% |
| Participant deferral / active EE | $5,245 | $4,348+20.6% | $3,963+32.3% | $5,982-12.3% |
| Admin fee / account holder | $5,212 | $6,501-19.8% | $5,611-7.1% | $11,246-53.7% |