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 | $126,804 | $105,181+20.6% | $159,436-20.5% | $85,850+47.7% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.8%+8.6pp | 69.3%+22.1pp |
| Annual return | 17.26% | 45.07%-27.8pp | 263.57%-246.3pp | 318.53%-301.3pp |
| Employer contribution / active EE | $11,095 | $3,318+234.4% | $4,829+129.7% | $2,565+332.5% |
| Participant deferral / active EE | $12,665 | $5,945+113.0% | $7,352+72.3% | $3,952+220.5% |
| Admin fee / account holder | $5,567 | $6,933-19.7% | $10,799-48.4% | $6,260-11.1% |