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 | $100,295 | $96,635+3.8% | $86,612+15.8% | $139,434-28.1% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 14.76% | 106.41%-91.7pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,388 | $3,263+3.8% | $3,022+12.1% | $4,751-28.7% |
| Participant deferral / active EE | $5,947 | $4,836+23.0% | $4,438+34.0% | $6,710-11.4% |
| Admin fee / account holder | $1,713 | $6,408-73.3% | $5,614-69.5% | $11,403-85.0% |