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 | $131,620 | $102,317+28.6% | $146,958-10.4% | $80,856+62.8% |
| Participation rate | 73.8% | 75.8%-2.0pp | 82.2%-8.3pp | 67.6%+6.2pp |
| Annual return | 15.94% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,065 | $3,713-71.3% | $4,933-78.4% | $2,755-61.3% |
| Participant deferral / active EE | $6,079 | $6,644-8.5% | $8,070-24.7% | $4,296+41.5% |
| Admin fee / account holder | $17,083 | $7,941+115.1% | $12,998+31.4% | $6,918+146.9% |