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 | $100,394 | $107,934-7.0% | $91,989+9.1% | $152,861-34.3% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | 27.74% | 89.24%-61.5pp | 69.02%-41.3pp | 345.32%-317.6pp |
| Employer contribution / active EE | $2,008 | $4,210-52.3% | $3,452-41.8% | $4,762-57.8% |
| Participant deferral / active EE | $6,125 | $6,364-3.8% | $5,923+3.4% | $5,850+4.7% |
| Admin fee / account holder | $23,558 | $10,520+123.9% | $7,743+204.3% | $11,596+103.1% |