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 | $97,291 | $102,317-4.9% | $146,958-33.8% | $80,856+20.3% |
| Participation rate | 96.2% | 75.8%+20.4pp | 82.2%+14.1pp | 67.6%+28.6pp |
| Annual return | 12.59% | 134.76%-122.2pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $3,935 | $3,713+6.0% | $4,933-20.2% | $2,755+42.8% |
| Participant deferral / active EE | $14,687 | $6,644+121.1% | $8,070+82.0% | $4,296+241.9% |
| Admin fee / account holder | $10,529 | $7,941+32.6% | $12,998-19.0% | $6,918+52.2% |