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 | $96,070 | $138,065-30.4% | $123,544-22.2% | $135,375-29.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 38.60% | 153.68%-115.1pp | 119.20%-80.6pp | 519.73%-481.1pp |
| Employer contribution / active EE | $3,779 | $5,151-26.6% | $4,628-18.3% | $4,779-20.9% |
| Participant deferral / active EE | $10,491 | $6,799+54.3% | $6,426+63.3% | $5,609+87.0% |
| Admin fee / account holder | $745 | $10,916-93.2% | $9,284-92.0% | $10,827-93.1% |