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 | $126,096 | $102,317+23.2% | $146,958-14.2% | $80,856+55.9% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.2%+5.1pp | 67.6%+19.6pp |
| Annual return | 13.29% | 134.76%-121.5pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,128 | $3,713-42.7% | $4,933-56.9% | $2,755-22.8% |
| Participant deferral / active EE | $6,934 | $6,644+4.4% | $8,070-14.1% | $4,296+61.4% |
| Admin fee / account holder | $3,469 | $7,941-56.3% | $12,998-73.3% | $6,918-49.9% |