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 | $95,957 | $107,334-10.6% | $92,893+3.3% | $152,861-37.2% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.0%+16.9pp | 82.4%+10.4pp |
| Annual return | 20.22% | 145.58%-125.4pp | 109.41%-89.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $2,807 | $4,221-33.5% | $3,653-23.2% | $4,762-41.1% |
| Participant deferral / active EE | $6,071 | $4,845+25.3% | $4,236+43.3% | $5,850+3.8% |
| Admin fee / account holder | $43,697 | $7,079+517.3% | $5,794+654.2% | $11,596+276.8% |