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 | $96,505 | $106,890-9.7% | $84,015+14.9% | $152,861-36.9% |
| Participation rate | 95.0% | 75.2%+19.8pp | 69.0%+26.0pp | 82.4%+12.6pp |
| Annual return | 20.48% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,790 | $2,734-34.5% | $1,983-9.7% | $4,762-62.4% |
| Participant deferral / active EE | $2,510 | $4,011-37.4% | $3,239-22.5% | $5,850-57.1% |
| Admin fee / account holder | $1,022 | $8,285-87.7% | $6,101-83.2% | $11,596-91.2% |