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 | $127,735 | $102,547+24.6% | $78,210+63.3% | $147,584-13.4% |
| Participation rate | 93.8% | 74.4%+19.3pp | 68.7%+25.0pp | 82.8%+10.9pp |
| Annual return | 8.38% | 51.08%-42.7pp | 40.90%-32.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $11,876 | $2,617+353.9% | $2,034+484.0% | $4,876+143.6% |
| Participant deferral / active EE | $6,611 | $3,481+89.9% | $2,823+134.2% | $5,439+21.6% |
| Admin fee / account holder | $1,971 | $5,059-61.0% | $3,758-47.5% | $10,885-81.9% |