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 | $102,213 | $100,041+2.2% | $149,718-31.7% | $70,131+45.7% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.1%+10.2pp | 69.5%+27.7pp |
| Annual return | 15.02% | 27.43%-12.4pp | 1501.63%-1486.6pp | 73.14%-58.1pp |
| Employer contribution / active EE | $2,094 | $3,662-42.8% | $5,445-61.5% | $2,342-10.6% |
| Participant deferral / active EE | $7,233 | $4,983+45.2% | $6,569+10.1% | $3,332+117.1% |
| Admin fee / account holder | $5,773 | $8,286-30.3% | $11,283-48.8% | $4,645+24.3% |