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 | $99,739 | $105,998-5.9% | $92,233+8.1% | $147,584-32.4% |
| Participation rate | 79.2% | 80.4%-1.2pp | 76.5%+2.7pp | 82.8%-3.7pp |
| Annual return | 15.74% | 50.05%-34.3pp | 176.28%-160.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $2,832 | $4,333-34.6% | $3,679-23.0% | $4,876-41.9% |
| Participant deferral / active EE | $5,236 | $4,478+16.9% | $3,897+34.4% | $5,439-3.7% |
| Admin fee / account holder | $869 | $6,332-86.3% | $5,194-83.3% | $10,885-92.0% |