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 | $108,615 | $73,515+47.7% | $62,995+72.4% | $147,584-26.4% |
| Participation rate | 77.8% | 77.9%-0.1pp | 74.8%+3.0pp | 82.8%-5.1pp |
| Annual return | 9.68% | 175.43%-165.8pp | 87.57%-77.9pp | 578.55%-568.9pp |
| Employer contribution / active EE | $3,055 | $3,320-8.0% | $2,759+10.7% | $4,876-37.3% |
| Participant deferral / active EE | $6,690 | $4,185+59.9% | $3,329+100.9% | $5,439+23.0% |
| Admin fee / account holder | $17,311 | $5,953+190.8% | $3,600+380.9% | $10,885+59.0% |