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 | $109,347 | $118,680-7.9% | $98,907+10.6% | $158,922-31.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 35.03% | 372.35%-337.3pp | 196.43%-161.4pp | 302.83%-267.8pp |
| Employer contribution / active EE | $2,335 | $3,333-29.9% | $2,689-13.1% | $4,761-50.9% |
| Participant deferral / active EE | $5,010 | $5,088-1.5% | $4,244+18.0% | $5,982-16.3% |
| Admin fee / account holder | $826 | $10,131-91.8% | $6,642-87.6% | $11,246-92.7% |