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 | $109,729 | $115,770-5.2% | $101,248+8.4% | $158,922-31.0% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 16.64% | 56.14%-39.5pp | 46.47%-29.8pp | 302.83%-286.2pp |
| Employer contribution / active EE | $838 | $4,175-79.9% | $3,660-77.1% | $4,761-82.4% |
| Participant deferral / active EE | $4,260 | $4,957-14.1% | $4,370-2.5% | $5,982-28.8% |
| Admin fee / account holder | $6,313 | $7,245-12.9% | $5,945+6.2% | $11,246-43.9% |