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 | $111,317 | $115,770-3.8% | $101,248+9.9% | $158,922-30.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 22.36% | 56.14%-33.8pp | 46.47%-24.1pp | 302.83%-280.5pp |
| Employer contribution / active EE | $1,741 | $4,175-58.3% | $3,660-52.4% | $4,761-63.4% |
| Participant deferral / active EE | $5,805 | $4,957+17.1% | $4,370+32.8% | $5,982-3.0% |
| Admin fee / account holder | $1,044 | $7,245-85.6% | $5,945-82.4% | $11,246-90.7% |