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 | $101,990 | $111,724-8.7% | $93,606+9.0% | $145,922-30.1% |
| Participation rate | 77.3% | 74.2%+3.1pp | 68.7%+8.6pp | 80.3%-3.0pp |
| Annual return | 20.58% | 202.98%-182.4pp | 133.20%-112.6pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,085 | $3,090-64.9% | $2,420-55.2% | $4,660-76.7% |
| Participant deferral / active EE | $4,423 | $4,912-10.0% | $4,411+0.3% | $6,688-33.9% |
| Admin fee / account holder | $29,179 | $10,250+184.7% | $8,285+252.2% | $13,397+117.8% |