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 | $105,222 | $98,750+6.6% | $149,696-29.7% | $79,858+31.8% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 91.12% | 27.43%+63.7pp | 276.60%-185.5pp | 31.71%+59.4pp |
| Employer contribution / active EE | $3,426 | $3,216+6.5% | $4,644-26.2% | $2,471+38.7% |
| Participant deferral / active EE | $8,376 | $5,680+47.5% | $6,842+22.4% | $3,740+123.9% |
| Admin fee / account holder | $5,643 | $6,053-6.8% | $9,309-39.4% | $5,306+6.3% |