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 | $104,167 | $102,317+1.8% | $146,958-29.1% | $80,856+28.8% |
| Participation rate | 72.6% | 75.8%-3.2pp | 82.2%-9.5pp | 67.6%+5.0pp |
| Annual return | 18.15% | 134.76%-116.6pp | 418.34%-400.2pp | 35.59%-17.4pp |
| Employer contribution / active EE | $3,323 | $3,713-10.5% | $4,933-32.6% | $2,755+20.6% |
| Participant deferral / active EE | $7,643 | $6,644+15.0% | $8,070-5.3% | $4,296+77.9% |
| Admin fee / account holder | $2,086 | $7,941-73.7% | $12,998-84.0% | $6,918-69.9% |