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 | $129,405 | $102,317+26.5% | $146,958-11.9% | $80,856+60.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 23.56% | 134.76%-111.2pp | 418.34%-394.8pp | 35.59%-12.0pp |
| Employer contribution / active EE | $1,688 | $3,713-54.5% | $4,933-65.8% | $2,755-38.7% |
| Participant deferral / active EE | $7,718 | $6,644+16.2% | $8,070-4.4% | $4,296+79.7% |
| Admin fee / account holder | $11,168 | $7,941+40.6% | $12,998-14.1% | $6,918+61.4% |