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 | $108,562 | $115,770-6.2% | $101,248+7.2% | $158,922-31.7% |
| Participation rate | 78.3% | 79.4%-1.1pp | 75.8%+2.5pp | 82.0%-3.7pp |
| Annual return | 16.88% | 56.14%-39.3pp | 46.47%-29.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $6,050 | $4,175+44.9% | $3,660+65.3% | $4,761+27.1% |
| Participant deferral / active EE | $8,148 | $4,957+64.4% | $4,370+86.5% | $5,982+36.2% |
| Admin fee / account holder | $2,988 | $7,245-58.8% | $5,945-49.7% | $11,246-73.4% |