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 | $115,753 | $105,181+10.1% | $159,436-27.4% | $85,850+34.8% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.8%+4.8pp | 69.3%+18.4pp |
| Annual return | 14.37% | 45.07%-30.7pp | 263.57%-249.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,151 | $3,318-65.3% | $4,829-76.2% | $2,565-55.1% |
| Participant deferral / active EE | $7,004 | $5,945+17.8% | $7,352-4.7% | $3,952+77.2% |
| Admin fee / account holder | $3,413 | $6,933-50.8% | $10,799-68.4% | $6,260-45.5% |