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 | $134,063 | $158,398-15.4% | $126,539+5.9% | $142,382-5.8% |
| Participation rate | 95.5% | 75.8%+19.6pp | 69.8%+25.6pp | 80.1%+15.3pp |
| Annual return | 18.56% | 593.76%-575.2pp | 425.95%-407.4pp | 217.08%-198.5pp |
| Employer contribution / active EE | $6,377 | $4,650+37.1% | $3,674+73.6% | $4,299+48.3% |
| Participant deferral / active EE | $5,765 | $4,767+20.9% | $4,083+41.2% | $6,507-11.4% |
| Admin fee / account holder | $4,273 | $6,918-38.2% | $6,065-29.5% | $12,624-66.2% |