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 | $106,835 | $84,696+26.1% | $75,696+41.1% | $167,490-36.2% |
| Participation rate | 94.7% | 77.8%+16.9pp | 74.8%+19.9pp | 82.1%+12.6pp |
| Annual return | 16.87% | 199.36%-182.5pp | 104.53%-87.7pp | 478.56%-461.7pp |
| Employer contribution / active EE | $9,837 | $3,230+204.6% | $2,743+258.7% | $4,837+103.4% |
| Participant deferral / active EE | $6,036 | $4,580+31.8% | $3,821+57.9% | $6,341-4.8% |
| Admin fee / account holder | $6,384 | $5,355+19.2% | $3,619+76.4% | $12,309-48.1% |