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 | $122,968 | $110,502+11.3% | $80,716+52.3% | $167,490-26.6% |
| Participation rate | 77.8% | 64.0%+13.8pp | 54.2%+23.6pp | 82.1%-4.3pp |
| Annual return | 17.15% | 120.54%-103.4pp | 87.28%-70.1pp | 478.56%-461.4pp |
| Employer contribution / active EE | $2,031 | $1,543+31.7% | $1,160+75.1% | $4,837-58.0% |
| Participant deferral / active EE | $4,702 | $2,871+63.8% | $2,146+119.1% | $6,341-25.9% |
| Admin fee / account holder | $374 | $4,545-91.8% | $3,380-88.9% | $12,309-97.0% |