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 | $98,332 | $102,966-4.5% | $90,281+8.9% | $152,861-35.7% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.0pp | 82.4%-10.2pp |
| Annual return | 21.73% | 95.16%-73.4pp | 78.10%-56.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,170 | $3,139-30.9% | $2,854-24.0% | $4,762-54.4% |
| Participant deferral / active EE | $5,090 | $4,281+18.9% | $3,885+31.0% | $5,850-13.0% |
| Admin fee / account holder | $2,363 | $6,171-61.7% | $5,351-55.8% | $11,596-79.6% |