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 | $123,554 | $105,181+17.5% | $159,436-22.5% | $85,850+43.9% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.8%-1.9pp | 69.3%+11.6pp |
| Annual return | 12.92% | 45.07%-32.2pp | 263.57%-250.6pp | 318.53%-305.6pp |
| Employer contribution / active EE | $2,674 | $3,318-19.4% | $4,829-44.6% | $2,565+4.2% |
| Participant deferral / active EE | $6,758 | $5,945+13.7% | $7,352-8.1% | $3,952+71.0% |
| Admin fee / account holder | $1,034 | $6,933-85.1% | $10,799-90.4% | $6,260-83.5% |