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 | $120,206 | $73,515+63.5% | $62,995+90.8% | $147,584-18.6% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.8%-2.1pp | 82.8%-10.1pp |
| Annual return | 16.15% | 175.43%-159.3pp | 87.57%-71.4pp | 578.55%-562.4pp |
| Employer contribution / active EE | $2,726 | $3,320-17.9% | $2,759-1.2% | $4,876-44.1% |
| Participant deferral / active EE | $5,023 | $4,185+20.0% | $3,329+50.9% | $5,439-7.6% |
| Admin fee / account holder | $2,214 | $5,953-62.8% | $3,600-38.5% | $10,885-79.7% |