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 | $97,300 | $102,317-4.9% | $146,958-33.8% | $80,856+20.3% |
| Participation rate | 77.2% | 75.8%+1.4pp | 82.2%-4.9pp | 67.6%+9.6pp |
| Annual return | 13.23% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $3,110 | $3,713-16.2% | $4,933-37.0% | $2,755+12.9% |
| Participant deferral / active EE | $5,781 | $6,644-13.0% | $8,070-28.4% | $4,296+34.6% |
| Admin fee / account holder | $6,191 | $7,941-22.0% | $12,998-52.4% | $6,918-10.5% |