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 | $99,159 | $105,181-5.7% | $159,436-37.8% | $85,850+15.5% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.8%-1.4pp | 69.3%+12.1pp |
| Annual return | 17.64% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $6,535 | $3,318+96.9% | $4,829+35.3% | $2,565+154.8% |
| Participant deferral / active EE | $14,962 | $5,945+151.7% | $7,352+103.5% | $3,952+278.6% |
| Admin fee / account holder | $6,762 | $6,933-2.5% | $10,799-37.4% | $6,260+8.0% |