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 | $104,822 | $101,317+3.5% | $146,958-28.7% | $74,495+40.7% |
| Participation rate | 71.8% | 75.5%-3.7pp | 82.2%-10.3pp | 67.2%+4.6pp |
| Annual return | 13.52% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $2,415 | $3,810-36.6% | $4,933-51.0% | $2,623-7.9% |
| Participant deferral / active EE | $5,948 | $7,303-18.6% | $8,070-26.3% | $4,346+36.9% |
| Admin fee / account holder | $803 | $1,739-53.8% | $12,998-93.8% | $1,942-58.7% |