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 | $110,644 | $105,181+5.2% | $159,436-30.6% | $85,850+28.9% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 13.61% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $3,890 | $3,318+17.2% | $4,829-19.5% | $2,565+51.6% |
| Participant deferral / active EE | $3,487 | $5,945-41.3% | $7,352-52.6% | $3,952-11.8% |
| Admin fee / account holder | $3,791 | $6,933-45.3% | $10,799-64.9% | $6,260-39.4% |