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 | $102,766 | $96,635+6.3% | $86,612+18.7% | $139,434-26.3% |
| Participation rate | 81.0% | 74.4%+6.6pp | 71.7%+9.3pp | 80.3%+0.6pp |
| Annual return | 13.53% | 106.41%-92.9pp | 591.07%-577.5pp | 372.94%-359.4pp |
| Employer contribution / active EE | $1,101 | $3,263-66.3% | $3,022-63.6% | $4,751-76.8% |
| Participant deferral / active EE | $2,808 | $4,836-41.9% | $4,438-36.7% | $6,710-58.2% |
| Admin fee / account holder | $14,431 | $6,408+125.2% | $5,614+157.0% | $11,403+26.6% |