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 | $130,951 | $105,181+24.5% | $159,436-17.9% | $85,850+52.5% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.3pp | 69.3%+23.8pp |
| Annual return | 17.74% | 45.07%-27.3pp | 263.57%-245.8pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,822 | $3,318-14.9% | $4,829-41.6% | $2,565+10.0% |
| Participant deferral / active EE | $10,689 | $5,945+79.8% | $7,352+45.4% | $3,952+170.5% |
| Admin fee / account holder | $3,439 | $6,933-50.4% | $10,799-68.1% | $6,260-45.1% |