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 9-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 | $108,995 | $102,966+5.9% | $90,281+20.7% | $152,861-28.7% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 22.63% | 95.16%-72.5pp | 78.10%-55.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,682 | $3,139-14.5% | $2,854-6.0% | $4,762-43.7% |
| Participant deferral / active EE | $4,520 | $4,281+5.6% | $3,885+16.3% | $5,850-22.7% |
| Admin fee / account holder | $5,745 | $6,171-6.9% | $5,351+7.4% | $11,596-50.5% |