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 | $115,347 | $102,317+12.7% | $146,958-21.5% | $80,856+42.7% |
| Participation rate | 97.7% | 75.8%+21.8pp | 82.2%+15.5pp | 67.6%+30.0pp |
| Annual return | 13.86% | 134.76%-120.9pp | 418.34%-404.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,446 | $3,713-61.1% | $4,933-70.7% | $2,755-47.5% |
| Participant deferral / active EE | $5,124 | $6,644-22.9% | $8,070-36.5% | $4,296+19.3% |
| Admin fee / account holder | $1,326 | $7,941-83.3% | $12,998-89.8% | $6,918-80.8% |