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 | $98,692 | $105,181-6.2% | $159,436-38.1% | $85,850+15.0% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.8%-9.6pp | 69.3%+3.9pp |
| Annual return | 20.40% | 45.07%-24.7pp | 263.57%-243.2pp | 318.53%-298.1pp |
| Employer contribution / active EE | $2,928 | $3,318-11.8% | $4,829-39.4% | $2,565+14.1% |
| Participant deferral / active EE | $6,518 | $5,945+9.6% | $7,352-11.3% | $3,952+64.9% |
| Admin fee / account holder | $2,065 | $6,933-70.2% | $10,799-80.9% | $6,260-67.0% |