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 | $107,917 | $100,852+7.0% | $90,404+19.4% | $158,922-32.1% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 15.38% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,912 | $3,689-48.2% | $3,262-41.4% | $4,761-59.8% |
| Participant deferral / active EE | $6,732 | $4,348+54.8% | $3,963+69.9% | $5,982+12.5% |
| Admin fee / account holder | $10,686 | $6,501+64.4% | $5,611+90.5% | $11,246-5.0% |