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 6-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 | $106,399 | $76,738+38.7% | $56,411+88.6% | $145,922-27.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.52% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,464 | $1,380+6.1% | $1,039+41.0% | $4,660-68.6% |
| Participant deferral / active EE | $16,088 | $2,623+513.4% | $1,952+724.2% | $6,688+140.6% |
| Admin fee / account holder | $885 | $3,334-73.5% | $2,829-68.7% | $13,397-93.4% |