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 | $102,432 | $105,998-3.4% | $92,233+11.1% | $147,584-30.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 15.86% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $2,244 | $4,333-48.2% | $3,679-39.0% | $4,876-54.0% |
| Participant deferral / active EE | $5,799 | $4,478+29.5% | $3,897+48.8% | $5,439+6.6% |
| Admin fee / account holder | $2,878 | $6,332-54.6% | $5,194-44.6% | $10,885-73.6% |