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 9-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 | $107,665 | $96,635+11.4% | $86,612+24.3% | $139,434-22.8% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 17.43% | 106.41%-89.0pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $4,542 | $3,263+39.2% | $3,022+50.3% | $4,751-4.4% |
| Participant deferral / active EE | $10,404 | $4,836+115.1% | $4,438+134.5% | $6,710+55.1% |
| Admin fee / account holder | $3,043 | $6,408-52.5% | $5,614-45.8% | $11,403-73.3% |