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 | $99,724 | $105,181-5.2% | $159,436-37.5% | $85,850+16.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.8%+4.7pp | 69.3%+18.2pp |
| Annual return | 15.41% | 45.07%-29.7pp | 263.57%-248.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $6,821 | $3,318+105.6% | $4,829+41.2% | $2,565+165.9% |
| Participant deferral / active EE | $14,191 | $5,945+138.7% | $7,352+93.0% | $3,952+259.1% |
| Admin fee / account holder | $36,225 | $6,933+422.5% | $10,799+235.5% | $6,260+478.7% |