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 | $128,486 | $102,317+25.6% | $146,958-12.6% | $80,856+58.9% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 13.21% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,648 | $3,713-28.7% | $4,933-46.3% | $2,755-3.9% |
| Participant deferral / active EE | $5,090 | $6,644-23.4% | $8,070-36.9% | $4,296+18.5% |
| Admin fee / account holder | $14,825 | $7,941+86.7% | $12,998+14.1% | $6,918+114.3% |