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 | $119,486 | $111,724+6.9% | $93,606+27.6% | $145,922-18.1% |
| Participation rate | 77.8% | 74.2%+3.6pp | 68.7%+9.1pp | 80.3%-2.5pp |
| Annual return | 7.96% | 202.98%-195.0pp | 133.20%-125.2pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,623 | $3,090-47.5% | $2,420-32.9% | $4,660-65.2% |
| Participant deferral / active EE | $4,449 | $4,912-9.4% | $4,411+0.8% | $6,688-33.5% |
| Admin fee / account holder | $65,823 | $10,250+542.2% | $8,285+694.5% | $13,397+391.3% |