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 | $104,104 | $102,317+1.7% | $146,958-29.2% | $80,856+28.8% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 13.31% | 134.76%-121.5pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,385 | $3,713-8.8% | $4,933-31.4% | $2,755+22.9% |
| Participant deferral / active EE | $7,047 | $6,644+6.1% | $8,070-12.7% | $4,296+64.0% |
| Admin fee / account holder | $7,029 | $7,941-11.5% | $12,998-45.9% | $6,918+1.6% |