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 | $93,155 | $102,317-9.0% | $146,958-36.6% | $80,856+15.2% |
| Participation rate | 73.5% | 75.8%-2.3pp | 82.2%-8.6pp | 67.6%+5.9pp |
| Annual return | 13.83% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,317 | $3,713-37.6% | $4,933-53.0% | $2,755-15.9% |
| Participant deferral / active EE | $10,771 | $6,644+62.1% | $8,070+33.5% | $4,296+150.7% |
| Admin fee / account holder | $4,525 | $7,941-43.0% | $12,998-65.2% | $6,918-34.6% |