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 | $100,429 | $118,680-15.4% | $98,907+1.5% | $158,922-36.8% |
| Participation rate | 78.6% | 77.8%+0.7pp | 76.0%+2.5pp | 82.0%-3.4pp |
| Annual return | 7.60% | 372.35%-364.7pp | 196.43%-188.8pp | 302.83%-295.2pp |
| Employer contribution / active EE | $3,380 | $3,333+1.4% | $2,689+25.7% | $4,761-29.0% |
| Participant deferral / active EE | $4,703 | $5,088-7.6% | $4,244+10.8% | $5,982-21.4% |
| Admin fee / account holder | $37,719 | $10,131+272.3% | $6,642+467.9% | $11,246+235.4% |