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 | $114,444 | $118,680-3.6% | $98,907+15.7% | $158,922-28.0% |
| Participation rate | 92.9% | 77.8%+15.0pp | 76.0%+16.8pp | 82.0%+10.9pp |
| Annual return | 14.98% | 372.35%-357.4pp | 196.43%-181.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $8,824 | $3,333+164.8% | $2,689+228.2% | $4,761+85.3% |
| Participant deferral / active EE | $3,422 | $5,088-32.7% | $4,244-19.4% | $5,982-42.8% |
| Admin fee / account holder | $3,319 | $10,131-67.2% | $6,642-50.0% | $11,246-70.5% |