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 | $94,375 | $96,635-2.3% | $86,612+9.0% | $139,434-32.3% |
| Participation rate | 82.6% | 74.4%+8.2pp | 71.7%+10.9pp | 80.3%+2.3pp |
| Annual return | 15.17% | 106.41%-91.2pp | 591.07%-575.9pp | 372.94%-357.8pp |
| Employer contribution / active EE | $7,486 | $3,263+129.4% | $3,022+147.7% | $4,751+57.6% |
| Participant deferral / active EE | $3,442 | $4,836-28.8% | $4,438-22.4% | $6,710-48.7% |
| Admin fee / account holder | $12,909 | $6,408+101.5% | $5,614+129.9% | $11,403+13.2% |