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 7-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 | $101,665 | $100,852+0.8% | $90,404+12.5% | $158,922-36.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.71% | 1724.20%-1701.5pp | 1293.02%-1270.3pp | 302.83%-280.1pp |
| Employer contribution / active EE | $1,174 | $3,689-68.2% | $3,262-64.0% | $4,761-75.4% |
| Participant deferral / active EE | $1,568 | $4,348-63.9% | $3,963-60.4% | $5,982-73.8% |
| Admin fee / account holder | $302 | $6,501-95.4% | $5,611-94.6% | $11,246-97.3% |