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 | $105,769 | $115,770-8.6% | $101,248+4.5% | $158,922-33.4% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 19.82% | 56.14%-36.3pp | 46.47%-26.7pp | 302.83%-283.0pp |
| Employer contribution / active EE | $8,650 | $4,175+107.2% | $3,660+136.4% | $4,761+81.7% |
| Participant deferral / active EE | $4,401 | $4,957-11.2% | $4,370+0.7% | $5,982-26.4% |
| Admin fee / account holder | $740 | $7,245-89.8% | $5,945-87.6% | $11,246-93.4% |