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 | $96,499 | $102,966-6.3% | $90,281+6.9% | $152,861-36.9% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 20.33% | 95.16%-74.8pp | 78.10%-57.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $6,070 | $3,139+93.4% | $2,854+112.6% | $4,762+27.5% |
| Participant deferral / active EE | $4,780 | $4,281+11.6% | $3,885+23.0% | $5,850-18.3% |
| Admin fee / account holder | $30,426 | $6,171+393.1% | $5,351+468.6% | $11,596+162.4% |