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 | $123,414 | $105,181+17.3% | $159,436-22.6% | $85,850+43.8% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 13.19% | 45.07%-31.9pp | 263.57%-250.4pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,855 | $3,318-14.0% | $4,829-40.9% | $2,565+11.3% |
| Participant deferral / active EE | $5,903 | $5,945-0.7% | $7,352-19.7% | $3,952+49.4% |
| Admin fee / account holder | $3,628 | $6,933-47.7% | $10,799-66.4% | $6,260-42.0% |