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 | $138,783 | $105,181+31.9% | $159,436-13.0% | $85,850+61.7% |
| Participation rate | 78.9% | 75.8%+3.2pp | 82.8%-3.9pp | 69.3%+9.6pp |
| Annual return | 16.68% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,548 | $3,318-23.2% | $4,829-47.2% | $2,565-0.7% |
| Participant deferral / active EE | $5,489 | $5,945-7.7% | $7,352-25.3% | $3,952+38.9% |
| Admin fee / account holder | $6,496 | $6,933-6.3% | $10,799-39.8% | $6,260+3.8% |