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 | $101,531 | $102,604-1.0% | $86,188+17.8% | $139,434-27.2% |
| Participation rate | 72.2% | 74.5%-2.3pp | 69.0%+3.3pp | 80.3%-8.1pp |
| Annual return | 14.71% | 1922.51%-1907.8pp | 1168.45%-1153.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $2,802 | $3,032-7.6% | $2,380+17.7% | $4,751-41.0% |
| Participant deferral / active EE | $5,403 | $4,676+15.5% | $3,985+35.6% | $6,710-19.5% |
| Admin fee / account holder | $5,300 | $8,657-38.8% | $6,852-22.6% | $11,403-53.5% |