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 | $116,208 | $114,047+1.9% | $96,139+20.9% | $167,490-30.6% |
| Participation rate | 95.0% | 75.1%+19.9pp | 68.4%+26.6pp | 82.1%+12.9pp |
| Annual return | 22.35% | 189.88%-167.5pp | 191.94%-169.6pp | 478.56%-456.2pp |
| Employer contribution / active EE | $5,217 | $3,427+52.2% | $2,797+86.5% | $4,837+7.9% |
| Participant deferral / active EE | $7,318 | $5,194+40.9% | $4,349+68.3% | $6,341+15.4% |
| Admin fee / account holder | $4,693 | $6,897-32.0% | $5,537-15.2% | $12,309-61.9% |