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 | $104,903 | $105,181-0.3% | $159,436-34.2% | $85,850+22.2% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 14.59% | 45.07%-30.5pp | 263.57%-249.0pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,509 | $3,318-24.4% | $4,829-48.0% | $2,565-2.2% |
| Participant deferral / active EE | $6,494 | $5,945+9.2% | $7,352-11.7% | $3,952+64.3% |
| Admin fee / account holder | $1,141 | $6,933-83.5% | $10,799-89.4% | $6,260-81.8% |