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 | $96,781 | $96,305+0.5% | $80,569+20.1% | $139,434-30.6% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 11.22% | 1350.08%-1338.9pp | 935.43%-924.2pp | 372.94%-361.7pp |
| Employer contribution / active EE | $934 | $3,262-71.4% | $2,723-65.7% | $4,751-80.3% |
| Participant deferral / active EE | $5,202 | $5,232-0.6% | $4,447+17.0% | $6,710-22.5% |
| Admin fee / account holder | $51,146 | $6,599+675.1% | $5,377+851.2% | $11,403+348.5% |