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 | $106,826 | $88,083+21.3% | $164,813-35.2% | $74,495+43.4% |
| Participation rate | 92.4% | 73.0%+19.3pp | 78.6%+13.8pp | 67.2%+25.2pp |
| Annual return | 15.43% | 17.26%-1.8pp | 69.93%-54.5pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,166 | $2,593-16.5% | $4,341-50.1% | $2,623-17.4% |
| Participant deferral / active EE | $6,602 | $4,498+46.8% | $6,031+9.5% | $4,346+51.9% |
| Admin fee / account holder | $4,570 | $2,234+104.6% | $12,690-64.0% | $1,942+135.4% |