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 | $122,867 | $105,998+15.9% | $92,233+33.2% | $147,584-16.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 18.53% | 50.05%-31.5pp | 176.28%-157.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $4,591 | $4,333+6.0% | $3,679+24.8% | $4,876-5.8% |
| Participant deferral / active EE | $7,720 | $4,478+72.4% | $3,897+98.1% | $5,439+41.9% |
| Admin fee / account holder | $2,876 | $6,332-54.6% | $5,194-44.6% | $10,885-73.6% |