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 | $95,429 | $95,561-0.1% | $77,163+23.7% | $139,434-31.6% |
| Participation rate | 81.0% | 73.9%+7.0pp | 69.6%+11.4pp | 80.3%+0.6pp |
| Annual return | 19.98% | 54.92%-34.9pp | 37.87%-17.9pp | 372.94%-353.0pp |
| Employer contribution / active EE | $2,357 | $3,147-25.1% | $2,535-7.0% | $4,751-50.4% |
| Participant deferral / active EE | $9,085 | $4,624+96.5% | $3,833+137.0% | $6,710+35.4% |
| Admin fee / account holder | $631 | $8,295-92.4% | $5,472-88.5% | $11,403-94.5% |