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 | $99,075 | $96,635+2.5% | $86,612+14.4% | $139,434-28.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 18.22% | 106.41%-88.2pp | 591.07%-572.8pp | 372.94%-354.7pp |
| Employer contribution / active EE | $6,389 | $3,263+95.8% | $3,022+111.4% | $4,751+34.5% |
| Participant deferral / active EE | $8,035 | $4,836+66.1% | $4,438+81.1% | $6,710+19.7% |
| Admin fee / account holder | $11,144 | $6,408+73.9% | $5,614+98.5% | $11,403-2.3% |