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 | $101,418 | $105,998-4.3% | $92,233+10.0% | $147,584-31.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 15.60% | 50.05%-34.5pp | 176.28%-160.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,115 | $4,333-74.3% | $3,679-69.7% | $4,876-77.1% |
| Participant deferral / active EE | $2,227 | $4,478-50.3% | $3,897-42.8% | $5,439-59.1% |
| Admin fee / account holder | $4,103 | $6,332-35.2% | $5,194-21.0% | $10,885-62.3% |