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 | $139,362 | $114,047+22.2% | $96,139+45.0% | $167,490-16.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 13.78% | 189.88%-176.1pp | 191.94%-178.2pp | 478.56%-464.8pp |
| Employer contribution / active EE | $2,417 | $3,427-29.5% | $2,797-13.6% | $4,837-50.0% |
| Participant deferral / active EE | $4,729 | $5,194-9.0% | $4,349+8.7% | $6,341-25.4% |
| Admin fee / account holder | $15,354 | $6,897+122.6% | $5,537+177.3% | $12,309+24.7% |