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 | $98,584 | $102,317-3.6% | $146,958-32.9% | $80,856+21.9% |
| Participation rate | 79.8% | 75.8%+3.9pp | 82.2%-2.4pp | 67.6%+12.1pp |
| Annual return | 17.52% | 134.76%-117.2pp | 418.34%-400.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $3,597 | $3,713-3.1% | $4,933-27.1% | $2,755+30.6% |
| Participant deferral / active EE | $8,134 | $6,644+22.4% | $8,070+0.8% | $4,296+89.3% |
| Admin fee / account holder | $17,754 | $7,941+123.6% | $12,998+36.6% | $6,918+156.6% |