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 | $131,091 | $102,317+28.1% | $146,958-10.8% | $80,856+62.1% |
| Participation rate | 89.6% | 75.8%+13.8pp | 82.2%+7.4pp | 67.6%+21.9pp |
| Annual return | 12.70% | 134.76%-122.1pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $6,509 | $3,713+75.3% | $4,933+32.0% | $2,755+136.3% |
| Participant deferral / active EE | $3,077 | $6,644-53.7% | $8,070-61.9% | $4,296-28.4% |
| Admin fee / account holder | $5,620 | $7,941-29.2% | $12,998-56.8% | $6,918-18.8% |