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 | $104,674 | $106,890-2.1% | $84,015+24.6% | $152,861-31.5% |
| Participation rate | 95.7% | 75.2%+20.4pp | 69.0%+26.6pp | 82.4%+13.2pp |
| Annual return | 23.00% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $611 | $2,734-77.6% | $1,983-69.2% | $4,762-87.2% |
| Participant deferral / active EE | $1,458 | $4,011-63.6% | $3,239-55.0% | $5,850-75.1% |
| Admin fee / account holder | $7,258 | $8,285-12.4% | $6,101+19.0% | $11,596-37.4% |