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 | $127,655 | $102,317+24.8% | $146,958-13.1% | $80,856+57.9% |
| Participation rate | 72.2% | 75.8%-3.7pp | 82.2%-10.0pp | 67.6%+4.5pp |
| Annual return | 16.93% | 134.76%-117.8pp | 418.34%-401.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $2,878 | $3,713-22.5% | $4,933-41.7% | $2,755+4.5% |
| Participant deferral / active EE | $7,417 | $6,644+11.6% | $8,070-8.1% | $4,296+72.7% |
| Admin fee / account holder | $23,267 | $7,941+193.0% | $12,998+79.0% | $6,918+236.3% |