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 | $93,434 | $104,907-10.9% | $84,611+10.4% | $152,861-38.9% |
| Participation rate | 86.4% | 74.8%+11.5pp | 68.2%+18.1pp | 82.4%+3.9pp |
| Annual return | 22.77% | 373.79%-351.0pp | 258.74%-236.0pp | 345.32%-322.6pp |
| Employer contribution / active EE | $4,823 | $3,302+46.1% | $2,652+81.9% | $4,762+1.3% |
| Participant deferral / active EE | $7,956 | $4,688+69.7% | $3,899+104.1% | $5,850+36.0% |
| Admin fee / account holder | $5,368 | $6,241-14.0% | $4,912+9.3% | $11,596-53.7% |