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 | $98,845 | $107,334-7.9% | $92,893+6.4% | $152,861-35.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 18.58% | 145.58%-127.0pp | 109.41%-90.8pp | 345.32%-326.7pp |
| Employer contribution / active EE | $5,656 | $4,221+34.0% | $3,653+54.8% | $4,762+18.8% |
| Participant deferral / active EE | $6,944 | $4,845+43.3% | $4,236+63.9% | $5,850+18.7% |
| Admin fee / account holder | $2,315 | $7,079-67.3% | $5,794-60.1% | $11,596-80.0% |