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 | $104,973 | $105,998-1.0% | $92,233+13.8% | $147,584-28.9% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 10.72% | 50.05%-39.3pp | 176.28%-165.6pp | 578.55%-567.8pp |
| Employer contribution / active EE | $10,888 | $4,333+151.3% | $3,679+195.9% | $4,876+123.3% |
| Participant deferral / active EE | $6,051 | $4,478+35.1% | $3,897+55.3% | $5,439+11.3% |
| Admin fee / account holder | $3,213 | $6,332-49.3% | $5,194-38.1% | $10,885-70.5% |