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 | $98,261 | $111,724-12.1% | $93,606+5.0% | $145,922-32.7% |
| Participation rate | 90.9% | 74.2%+16.7pp | 68.7%+22.2pp | 80.3%+10.6pp |
| Annual return | 16.31% | 202.98%-186.7pp | 133.20%-116.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,980 | $3,090-3.6% | $2,420+23.1% | $4,660-36.0% |
| Participant deferral / active EE | $10,503 | $4,912+113.8% | $4,411+138.1% | $6,688+57.0% |
| Admin fee / account holder | $1,094 | $10,250-89.3% | $8,285-86.8% | $13,397-91.8% |