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 | $96,819 | $100,773-3.9% | $88,946+8.9% | $142,382-32.0% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 13.01% | 70.18%-57.2pp | 57.82%-44.8pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,889 | $2,918+67.6% | $2,555+91.3% | $4,299+13.7% |
| Participant deferral / active EE | $11,120 | $5,230+112.6% | $4,581+142.7% | $6,507+70.9% |
| Admin fee / account holder | $9,280 | $9,693-4.3% | $8,261+12.3% | $12,624-26.5% |