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 | $142,381 | $102,317+39.2% | $146,958-3.1% | $80,856+76.1% |
| Participation rate | 88.6% | 75.8%+12.8pp | 82.2%+6.5pp | 67.6%+21.0pp |
| Annual return | 14.21% | 134.76%-120.6pp | 418.34%-404.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,526 | $3,713-32.0% | $4,933-48.8% | $2,755-8.3% |
| Participant deferral / active EE | $11,069 | $6,644+66.6% | $8,070+37.2% | $4,296+157.7% |
| Admin fee / account holder | $8,016 | $7,941+0.9% | $12,998-38.3% | $6,918+15.9% |