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 | $109,815 | $105,181+4.4% | $159,436-31.1% | $85,850+27.9% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.8%+1.6pp | 69.3%+15.1pp |
| Annual return | 14.88% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $3,470 | $3,318+4.6% | $4,829-28.2% | $2,565+35.3% |
| Participant deferral / active EE | $5,539 | $5,945-6.8% | $7,352-24.7% | $3,952+40.2% |
| Admin fee / account holder | $18,656 | $6,933+169.1% | $10,799+72.8% | $6,260+198.0% |