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 | $101,318 | $115,770-12.5% | $101,248+0.1% | $158,922-36.2% |
| Participation rate | 84.2% | 79.4%+4.8pp | 75.8%+8.4pp | 82.0%+2.3pp |
| Annual return | 20.05% | 56.14%-36.1pp | 46.47%-26.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $13,010 | $4,175+211.7% | $3,660+255.5% | $4,761+173.3% |
| Participant deferral / active EE | $4,947 | $4,957-0.2% | $4,370+13.2% | $5,982-17.3% |
| Admin fee / account holder | $495 | $7,245-93.2% | $5,945-91.7% | $11,246-95.6% |