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 | $96,424 | $102,547-6.0% | $78,210+23.3% | $147,584-34.7% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 16.86% | 51.08%-34.2pp | 40.90%-24.0pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,941 | $2,617-25.8% | $2,034-4.6% | $4,876-60.2% |
| Participant deferral / active EE | $2,651 | $3,481-23.8% | $2,823-6.1% | $5,439-51.3% |
| Admin fee / account holder | $3,967 | $5,059-21.6% | $3,758+5.6% | $10,885-63.6% |