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 | $98,424 | $115,770-15.0% | $101,248-2.8% | $158,922-38.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 10.09% | 56.14%-46.1pp | 46.47%-36.4pp | 302.83%-292.7pp |
| Employer contribution / active EE | $6,007 | $4,175+43.9% | $3,660+64.2% | $4,761+26.2% |
| Participant deferral / active EE | $2,457 | $4,957-50.4% | $4,370-43.8% | $5,982-58.9% |
| Admin fee / account holder | $5,559 | $7,245-23.3% | $5,945-6.5% | $11,246-50.6% |