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 | $99,068 | $74,888+32.3% | $71,209+39.1% | $142,382-30.4% |
| Participation rate | 86.7% | 76.2%+10.4pp | 73.8%+12.9pp | 80.1%+6.5pp |
| Annual return | 14.86% | 345.14%-330.3pp | 282.51%-267.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,750 | $2,854-38.7% | $2,721-35.7% | $4,299-59.3% |
| Participant deferral / active EE | $4,779 | $4,454+7.3% | $4,175+14.5% | $6,507-26.6% |
| Admin fee / account holder | $8,788 | $5,568+57.8% | $5,349+64.3% | $12,624-30.4% |