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 | $114,072 | $102,317+11.5% | $146,958-22.4% | $80,856+41.1% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.2pp | 67.6%+10.4pp |
| Annual return | 13.98% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,630 | $3,713-56.1% | $4,933-67.0% | $2,755-40.8% |
| Participant deferral / active EE | $6,574 | $6,644-1.1% | $8,070-18.5% | $4,296+53.0% |
| Admin fee / account holder | $1,034 | $7,941-87.0% | $12,998-92.0% | $6,918-85.1% |