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 | $102,300 | $109,982-7.0% | $97,226+5.2% | $145,922-29.9% |
| Participation rate | 95.5% | 75.9%+19.5pp | 72.7%+22.8pp | 80.3%+15.2pp |
| Annual return | 24.09% | 242.90%-218.8pp | 75.13%-51.0pp | 561.29%-537.2pp |
| Employer contribution / active EE | $3,237 | $3,084+5.0% | $2,729+18.6% | $4,660-30.5% |
| Participant deferral / active EE | $5,793 | $4,676+23.9% | $4,264+35.9% | $6,688-13.4% |
| Admin fee / account holder | $1,116 | $6,221-82.1% | $5,654-80.3% | $13,397-91.7% |