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 | $116,260 | $105,181+10.5% | $159,436-27.1% | $85,850+35.4% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.8%+3.4pp | 69.3%+16.9pp |
| Annual return | 12.66% | 45.07%-32.4pp | 263.57%-250.9pp | 318.53%-305.9pp |
| Employer contribution / active EE | $4,313 | $3,318+30.0% | $4,829-10.7% | $2,565+68.1% |
| Participant deferral / active EE | $6,919 | $5,945+16.4% | $7,352-5.9% | $3,952+75.1% |
| Admin fee / account holder | $9,241 | $6,933+33.3% | $10,799-14.4% | $6,260+47.6% |