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 | $134,637 | $102,966+30.8% | $90,281+49.1% | $152,861-11.9% |
| Participation rate | 95.2% | 75.9%+19.4pp | 73.3%+22.0pp | 82.4%+12.8pp |
| Annual return | 29.64% | 95.16%-65.5pp | 78.10%-48.5pp | 345.32%-315.7pp |
| Employer contribution / active EE | $7,268 | $3,139+131.6% | $2,854+154.6% | $4,762+52.6% |
| Participant deferral / active EE | $9,805 | $4,281+129.0% | $3,885+152.3% | $5,850+67.6% |
| Admin fee / account holder | $4,539 | $6,171-26.4% | $5,351-15.2% | $11,596-60.9% |