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 | $123,214 | $102,317+20.4% | $146,958-16.2% | $80,856+52.4% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.2%+13.1pp | 67.6%+27.6pp |
| Annual return | 15.11% | 134.76%-119.7pp | 418.34%-403.2pp | 35.59%-20.5pp |
| Employer contribution / active EE | $6,793 | $3,713+83.0% | $4,933+37.7% | $2,755+146.6% |
| Participant deferral / active EE | $17,904 | $6,644+169.5% | $8,070+121.9% | $4,296+316.8% |
| Admin fee / account holder | $1,988 | $7,941-75.0% | $12,998-84.7% | $6,918-71.3% |