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 | $104,569 | $106,890-2.2% | $84,015+24.5% | $152,861-31.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 24.29% | 104.99%-80.7pp | 71.31%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $1,363 | $2,734-50.1% | $1,983-31.3% | $4,762-71.4% |
| Participant deferral / active EE | $5,421 | $4,011+35.1% | $3,239+67.4% | $5,850-7.3% |
| Admin fee / account holder | $898 | $8,285-89.2% | $6,101-85.3% | $11,596-92.3% |