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 | $107,249 | $99,020+8.3% | $86,590+23.9% | $147,584-27.3% |
| Participation rate | 85.7% | 76.3%+9.4pp | 73.5%+12.2pp | 82.8%+2.9pp |
| Annual return | 15.53% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $368 | $3,132-88.2% | $2,839-87.0% | $4,876-92.4% |
| Participant deferral / active EE | $461 | $3,972-88.4% | $3,609-87.2% | $5,439-91.5% |
| Admin fee / account holder | $2,050 | $5,710-64.1% | $4,906-58.2% | $10,885-81.2% |