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 | $106,981 | $226,064-52.7% | $182,532-41.4% | $152,861-30.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.0%+7.7pp | 82.4%+3.3pp |
| Annual return | 12.43% | 192.51%-180.1pp | 148.54%-136.1pp | 345.32%-332.9pp |
| Employer contribution / active EE | $7,214 | $4,978+44.9% | $4,076+77.0% | $4,762+51.5% |
| Participant deferral / active EE | $9,230 | $6,368+45.0% | $5,524+67.1% | $5,850+57.8% |
| Admin fee / account holder | $1,527 | $10,703-85.7% | $8,592-82.2% | $11,596-86.8% |