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 | $123,492 | $109,327+13.0% | $89,391+38.1% | $158,922-22.3% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 46.14% | 345.68%-299.5pp | 245.62%-199.5pp | 302.83%-256.7pp |
| Employer contribution / active EE | $9,120 | $3,170+187.7% | $2,586+252.7% | $4,761+91.6% |
| Participant deferral / active EE | $3,340 | $4,598-27.4% | $3,890-14.1% | $5,982-44.2% |
| Admin fee / account holder | $8,337 | $6,153+35.5% | $4,881+70.8% | $11,246-25.9% |