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 | $146,267 | $105,181+39.1% | $159,436-8.3% | $85,850+70.4% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.8%+12.2pp | 69.3%+25.7pp |
| Annual return | 17.66% | 45.07%-27.4pp | 263.57%-245.9pp | 318.53%-300.9pp |
| Employer contribution / active EE | $2,831 | $3,318-14.7% | $4,829-41.4% | $2,565+10.4% |
| Participant deferral / active EE | $6,271 | $5,945+5.5% | $7,352-14.7% | $3,952+58.7% |
| Admin fee / account holder | $10,354 | $6,933+49.3% | $10,799-4.1% | $6,260+65.4% |