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 | $117,870 | $105,998+11.2% | $92,233+27.8% | $147,584-20.1% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 19.50% | 50.05%-30.6pp | 176.28%-156.8pp | 578.55%-559.1pp |
| Employer contribution / active EE | $4,067 | $4,333-6.1% | $3,679+10.5% | $4,876-16.6% |
| Participant deferral / active EE | $5,793 | $4,478+29.4% | $3,897+48.7% | $5,439+6.5% |
| Admin fee / account holder | $1,105 | $6,332-82.5% | $5,194-78.7% | $10,885-89.8% |