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 | $114,063 | $102,966+10.8% | $90,281+26.3% | $152,861-25.4% |
| Participation rate | 92.9% | 75.9%+17.0pp | 73.3%+19.6pp | 82.4%+10.4pp |
| Annual return | 17.54% | 95.16%-77.6pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,522 | $3,139-51.5% | $2,854-46.7% | $4,762-68.0% |
| Participant deferral / active EE | $2,955 | $4,281-31.0% | $3,885-23.9% | $5,850-49.5% |
| Admin fee / account holder | $1,632 | $6,171-73.5% | $5,351-69.5% | $11,596-85.9% |