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 | $105,247 | $127,777-17.6% | $106,548-1.2% | $167,490-37.2% |
| Participation rate | 91.7% | 78.3%+13.4pp | 76.1%+15.5pp | 82.1%+9.6pp |
| Annual return | 64.85% | 33.87%+31.0pp | 26.80%+38.0pp | 478.56%-413.7pp |
| Employer contribution / active EE | $1,857 | $3,427-45.8% | $2,819-34.1% | $4,837-61.6% |
| Participant deferral / active EE | $2,829 | $5,087-44.4% | $4,398-35.7% | $6,341-55.4% |
| Admin fee / account holder | $69,334 | $11,228+517.5% | $7,407+836.0% | $12,309+463.3% |