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 | $103,344 | $74,888+38.0% | $71,209+45.1% | $142,382-27.4% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 16.79% | 345.14%-328.4pp | 282.51%-265.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,612 | $2,854-43.5% | $2,721-40.8% | $4,299-62.5% |
| Participant deferral / active EE | $2,346 | $4,454-47.3% | $4,175-43.8% | $6,507-63.9% |
| Admin fee / account holder | $6,753 | $5,568+21.3% | $5,349+26.2% | $12,624-46.5% |