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 | $143,094 | $137,414+4.1% | $189,513-24.5% | $85,850+66.7% |
| Participation rate | 96.0% | 84.6%+11.4pp | 87.8%+8.2pp | 69.3%+26.7pp |
| Annual return | 35.76% | 38.14%-2.4pp | 555.15%-519.4pp | 318.53%-282.8pp |
| Employer contribution / active EE | $9,500 | $4,344+118.7% | $6,162+54.2% | $2,565+270.4% |
| Participant deferral / active EE | $11,202 | $6,260+79.0% | $8,221+36.3% | $3,952+183.5% |
| Admin fee / account holder | $2,699 | $8,630-68.7% | $12,045-77.6% | $6,260-56.9% |