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 | $111,115 | $102,966+7.9% | $90,281+23.1% | $152,861-27.3% |
| Participation rate | 88.2% | 75.9%+12.4pp | 73.3%+15.0pp | 82.4%+5.8pp |
| Annual return | 20.91% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $2,407 | $3,139-23.3% | $2,854-15.7% | $4,762-49.5% |
| Participant deferral / active EE | $5,104 | $4,281+19.2% | $3,885+31.4% | $5,850-12.7% |
| Admin fee / account holder | $2,540 | $6,171-58.8% | $5,351-52.5% | $11,596-78.1% |