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 | $128,711 | $111,724+15.2% | $93,606+37.5% | $145,922-11.8% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 12.73% | 202.98%-190.2pp | 133.20%-120.5pp | 561.29%-548.6pp |
| Employer contribution / active EE | $6,236 | $3,090+101.9% | $2,420+157.7% | $4,660+33.8% |
| Participant deferral / active EE | $11,085 | $4,912+125.7% | $4,411+151.3% | $6,688+65.7% |
| Admin fee / account holder | $1,623 | $10,250-84.2% | $8,285-80.4% | $13,397-87.9% |