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 | $99,785 | $90,348+10.4% | $75,972+31.3% | $145,922-31.6% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.1%+17.3pp | 80.3%+6.1pp |
| Annual return | 9.79% | 620.88%-611.1pp | 359.55%-349.8pp | 561.29%-551.5pp |
| Employer contribution / active EE | $9,506 | $3,311+187.1% | $2,685+254.1% | $4,660+104.0% |
| Participant deferral / active EE | $3,497 | $5,162-32.3% | $4,255-17.8% | $6,688-47.7% |
| Admin fee / account holder | $7,402 | $8,467-12.6% | $6,467+14.5% | $13,397-44.7% |