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 | $101,394 | $150,187-32.5% | $120,354-15.8% | $145,922-30.5% |
| Participation rate | 91.7% | 78.8%+12.9pp | 71.9%+19.8pp | 80.3%+11.4pp |
| Annual return | 14.18% | 154.07%-139.9pp | 107.15%-93.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $8,318 | $4,348+91.3% | $3,463+140.2% | $4,660+78.5% |
| Participant deferral / active EE | $2,242 | $6,173-63.7% | $4,991-55.1% | $6,688-66.5% |
| Admin fee / account holder | $468 | $12,207-96.2% | $9,423-95.0% | $13,397-96.5% |