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 | $99,554 | $110,502-9.9% | $80,716+23.3% | $167,490-40.6% |
| Participation rate | 84.6% | 64.0%+20.7pp | 54.2%+30.4pp | 82.1%+2.5pp |
| Annual return | 16.52% | 120.54%-104.0pp | 87.28%-70.8pp | 478.56%-462.0pp |
| Employer contribution / active EE | $3,812 | $1,543+147.1% | $1,160+228.6% | $4,837-21.2% |
| Participant deferral / active EE | $8,814 | $2,871+207.0% | $2,146+310.8% | $6,341+39.0% |
| Admin fee / account holder | $4,295 | $4,545-5.5% | $3,380+27.1% | $12,309-65.1% |