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 | $128,957 | $102,317+26.0% | $146,958-12.2% | $80,856+59.5% |
| Participation rate | 78.3% | 75.8%+2.5pp | 82.2%-3.8pp | 67.6%+10.7pp |
| Annual return | 26.09% | 134.76%-108.7pp | 418.34%-392.2pp | 35.59%-9.5pp |
| Employer contribution / active EE | $1,502 | $3,713-59.6% | $4,933-69.6% | $2,755-45.5% |
| Participant deferral / active EE | $10,219 | $6,644+53.8% | $8,070+26.6% | $4,296+137.9% |
| Admin fee / account holder | $3,403 | $7,941-57.2% | $12,998-73.8% | $6,918-50.8% |