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 | $115,837 | $111,724+3.7% | $93,606+23.7% | $145,922-20.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 68.7%+21.3pp | 80.3%+9.7pp |
| Annual return | 8.66% | 202.98%-194.3pp | 133.20%-124.5pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,613 | $3,090-47.8% | $2,420-33.4% | $4,660-65.4% |
| Participant deferral / active EE | $7,515 | $4,912+53.0% | $4,411+70.3% | $6,688+12.4% |
| Admin fee / account holder | $13,803 | $10,250+34.7% | $8,285+66.6% | $13,397+3.0% |