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 | $100,281 | $105,181-4.7% | $159,436-37.1% | $85,850+16.8% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.1pp | 69.3%+11.5pp |
| Annual return | 19.64% | 45.07%-25.4pp | 263.57%-243.9pp | 318.53%-298.9pp |
| Employer contribution / active EE | $2,852 | $3,318-14.0% | $4,829-40.9% | $2,565+11.2% |
| Participant deferral / active EE | $7,076 | $5,945+19.0% | $7,352-3.8% | $3,952+79.1% |
| Admin fee / account holder | $2,457 | $6,933-64.6% | $10,799-77.2% | $6,260-60.8% |