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 5-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 | $97,781 | $99,640-1.9% | $86,436+13.1% | $134,475-27.3% |
| Participation rate | 88.2% | 82.0%+6.2pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | 6.69% | 6782.58%-6775.9pp | 4394.89%-4388.2pp | 417.96%-411.3pp |
| Employer contribution / active EE | $9,085 | $4,400+106.5% | $3,769+141.1% | $4,740+91.7% |
| Participant deferral / active EE | $10,919 | $7,246+50.7% | $6,952+57.1% | $6,400+70.6% |
| Admin fee / account holder | $1,107 | $8,371-86.8% | $6,731-83.6% | $11,426-90.3% |