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 | $105,600 | $105,998-0.4% | $92,233+14.5% | $147,584-28.4% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 166.55% | 50.05%+116.5pp | 176.28%-9.7pp | 578.55%-412.0pp |
| Employer contribution / active EE | $2,314 | $4,333-46.6% | $3,679-37.1% | $4,876-52.6% |
| Participant deferral / active EE | $3,961 | $4,478-11.6% | $3,897+1.6% | $5,439-27.2% |
| Admin fee / account holder | $1,737 | $6,332-72.6% | $5,194-66.5% | $10,885-84.0% |