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 | $98,625 | $126,574-22.1% | $106,213-7.1% | $145,922-32.4% |
| Participation rate | 95.2% | 77.6%+17.6pp | 75.3%+20.0pp | 80.3%+15.0pp |
| Annual return | 9.71% | 224.79%-215.1pp | 116.14%-106.4pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,958 | $3,730-47.5% | $3,171-38.3% | $4,660-58.0% |
| Participant deferral / active EE | $3,662 | $5,724-36.0% | $5,016-27.0% | $6,688-45.2% |
| Admin fee / account holder | $45,562 | $17,304+163.3% | $11,033+313.0% | $13,397+240.1% |