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 | $102,704 | $115,770-11.3% | $101,248+1.4% | $158,922-35.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 15.44% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $2,078 | $4,175-50.2% | $3,660-43.2% | $4,761-56.4% |
| Participant deferral / active EE | $5,951 | $4,957+20.0% | $4,370+36.2% | $5,982-0.5% |
| Admin fee / account holder | $2,259 | $7,245-68.8% | $5,945-62.0% | $11,246-79.9% |