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 | $101,513 | $115,770-12.3% | $101,248+0.3% | $158,922-36.1% |
| Participation rate | 70.6% | 79.4%-8.8pp | 75.8%-5.2pp | 82.0%-11.4pp |
| Annual return | 27.67% | 56.14%-28.5pp | 46.47%-18.8pp | 302.83%-275.2pp |
| Employer contribution / active EE | $3,601 | $4,175-13.7% | $3,660-1.6% | $4,761-24.4% |
| Participant deferral / active EE | $10,002 | $4,957+101.8% | $4,370+128.9% | $5,982+67.2% |
| Admin fee / account holder | $1,338 | $7,245-81.5% | $5,945-77.5% | $11,246-88.1% |