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 | $143,873 | $102,317+40.6% | $146,958-2.1% | $80,856+77.9% |
| Participation rate | 85.5% | 75.8%+9.7pp | 82.2%+3.3pp | 67.6%+17.8pp |
| Annual return | 16.89% | 134.76%-117.9pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $6,673 | $3,713+79.7% | $4,933+35.3% | $2,755+142.2% |
| Participant deferral / active EE | $12,028 | $6,644+81.0% | $8,070+49.0% | $4,296+180.0% |
| Admin fee / account holder | $5,219 | $7,941-34.3% | $12,998-59.8% | $6,918-24.6% |