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 | $119,227 | $105,181+13.4% | $159,436-25.2% | $85,850+38.9% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.8%+6.2pp | 69.3%+19.7pp |
| Annual return | 12.89% | 45.07%-32.2pp | 263.57%-250.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,485 | $3,318-55.2% | $4,829-69.2% | $2,565-42.1% |
| Participant deferral / active EE | $8,819 | $5,945+48.4% | $7,352+20.0% | $3,952+123.2% |
| Admin fee / account holder | $8,155 | $6,933+17.6% | $10,799-24.5% | $6,260+30.3% |