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 | $109,636 | $102,317+7.2% | $146,958-25.4% | $80,856+35.6% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 19.40% | 134.76%-115.4pp | 418.34%-398.9pp | 35.59%-16.2pp |
| Employer contribution / active EE | $3,762 | $3,713+1.3% | $4,933-23.7% | $2,755+36.6% |
| Participant deferral / active EE | $8,510 | $6,644+28.1% | $8,070+5.5% | $4,296+98.1% |
| Admin fee / account holder | $3,076 | $7,941-61.3% | $12,998-76.3% | $6,918-55.5% |