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 | $100,764 | $102,317-1.5% | $146,958-31.4% | $80,856+24.6% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.2%+10.4pp | 67.6%+25.0pp |
| Annual return | 13.97% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,120 | $3,713+11.0% | $4,933-16.5% | $2,755+49.6% |
| Participant deferral / active EE | $7,814 | $6,644+17.6% | $8,070-3.2% | $4,296+81.9% |
| Admin fee / account holder | $1,151 | $7,941-85.5% | $12,998-91.1% | $6,918-83.4% |