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 9-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 | $97,951 | $100,852-2.9% | $90,404+8.3% | $158,922-38.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.05% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $3,734 | $3,689+1.2% | $3,262+14.5% | $4,761-21.6% |
| Participant deferral / active EE | $6,568 | $4,348+51.1% | $3,963+65.7% | $5,982+9.8% |
| Admin fee / account holder | $1,223 | $6,501-81.2% | $5,611-78.2% | $11,246-89.1% |