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 | $127,561 | $217,402-41.3% | $185,823-31.4% | $167,490-23.8% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 98.43% | 148.36%-49.9pp | 122.05%-23.6pp | 478.56%-380.1pp |
| Employer contribution / active EE | $5,517 | $5,873-6.1% | $5,167+6.8% | $4,837+14.0% |
| Participant deferral / active EE | $9,758 | $6,356+53.5% | $5,568+75.3% | $6,341+53.9% |
| Admin fee / account holder | $13,411 | $19,811-32.3% | $16,237-17.4% | $12,309+9.0% |