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 | $107,209 | $107,334-0.1% | $92,893+15.4% | $152,861-29.9% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 18.09% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,004 | $4,221-28.8% | $3,653-17.8% | $4,762-36.9% |
| Participant deferral / active EE | $3,994 | $4,845-17.6% | $4,236-5.7% | $5,850-31.7% |
| Admin fee / account holder | $27,630 | $7,079+290.3% | $5,794+376.9% | $11,596+138.3% |