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 | $125,343 | $102,317+22.5% | $146,958-14.7% | $80,856+55.0% |
| Participation rate | 84.2% | 75.8%+8.4pp | 82.2%+2.1pp | 67.6%+16.6pp |
| Annual return | 14.99% | 134.76%-119.8pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,975 | $3,713-19.9% | $4,933-39.7% | $2,755+8.0% |
| Participant deferral / active EE | $6,787 | $6,644+2.2% | $8,070-15.9% | $4,296+58.0% |
| Admin fee / account holder | $27,954 | $7,941+252.0% | $12,998+115.1% | $6,918+304.1% |