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 | $107,006 | $105,998+1.0% | $92,233+16.0% | $147,584-27.5% |
| Participation rate | 81.8% | 80.4%+1.4pp | 76.5%+5.3pp | 82.8%-1.0pp |
| Annual return | 18.71% | 50.05%-31.3pp | 176.28%-157.6pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,429 | $4,333-67.0% | $3,679-61.2% | $4,876-70.7% |
| Participant deferral / active EE | $3,622 | $4,478-19.1% | $3,897-7.0% | $5,439-33.4% |
| Admin fee / account holder | $683 | $6,332-89.2% | $5,194-86.8% | $10,885-93.7% |