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 | $105,207 | $121,625-13.5% | $104,607+0.6% | $158,922-33.8% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 9.54% | 465.26%-455.7pp | 340.46%-330.9pp | 302.83%-293.3pp |
| Employer contribution / active EE | $7,432 | $3,163+135.0% | $2,681+177.3% | $4,761+56.1% |
| Participant deferral / active EE | $4,919 | $4,177+17.7% | $3,740+31.5% | $5,982-17.8% |
| Admin fee / account holder | $14,641 | $7,787+88.0% | $6,473+126.2% | $11,246+30.2% |