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 | $102,467 | $105,998-3.3% | $92,233+11.1% | $147,584-30.6% |
| Participation rate | 82.4% | 80.4%+1.9pp | 76.5%+5.9pp | 82.8%-0.5pp |
| Annual return | 13.42% | 50.05%-36.6pp | 176.28%-162.9pp | 578.55%-565.1pp |
| Employer contribution / active EE | $2,187 | $4,333-49.5% | $3,679-40.6% | $4,876-55.2% |
| Participant deferral / active EE | $6,370 | $4,478+42.2% | $3,897+63.5% | $5,439+17.1% |
| Admin fee / account holder | $413 | $6,332-93.5% | $5,194-92.0% | $10,885-96.2% |