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 | $99,697 | $96,635+3.2% | $86,612+15.1% | $139,434-28.5% |
| Participation rate | 84.2% | 74.4%+9.8pp | 71.7%+12.5pp | 80.3%+3.9pp |
| Annual return | 12.28% | 106.41%-94.1pp | 591.07%-578.8pp | 372.94%-360.7pp |
| Employer contribution / active EE | $5,941 | $3,263+82.1% | $3,022+96.6% | $4,751+25.1% |
| Participant deferral / active EE | $4,477 | $4,836-7.4% | $4,438+0.9% | $6,710-33.3% |
| Admin fee / account holder | $7,798 | $6,408+21.7% | $5,614+38.9% | $11,403-31.6% |