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 | $103,225 | $107,934-4.4% | $91,989+12.2% | $152,861-32.5% |
| Participation rate | 90.9% | 81.2%+9.7pp | 78.6%+12.3pp | 82.4%+8.5pp |
| Annual return | 30.10% | 89.24%-59.1pp | 69.02%-38.9pp | 345.32%-315.2pp |
| Employer contribution / active EE | $3,044 | $4,210-27.7% | $3,452-11.8% | $4,762-36.1% |
| Participant deferral / active EE | $10,435 | $6,364+64.0% | $5,923+76.2% | $5,850+78.4% |
| Admin fee / account holder | $910 | $10,520-91.3% | $7,743-88.2% | $11,596-92.1% |