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 | $114,592 | $105,998+8.1% | $92,233+24.2% | $147,584-22.4% |
| Participation rate | 70.6% | 80.4%-9.8pp | 76.5%-5.9pp | 82.8%-12.2pp |
| Annual return | 19.35% | 50.05%-30.7pp | 176.28%-156.9pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,400 | $4,333-44.6% | $3,679-34.8% | $4,876-50.8% |
| Participant deferral / active EE | $3,142 | $4,478-29.8% | $3,897-19.4% | $5,439-42.2% |
| Admin fee / account holder | $749 | $6,332-88.2% | $5,194-85.6% | $10,885-93.1% |