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 | $144,737 | $111,724+29.5% | $93,606+54.6% | $145,922-0.8% |
| Participation rate | 95.8% | 74.2%+21.6pp | 68.7%+27.1pp | 80.3%+15.6pp |
| Annual return | 31.32% | 202.98%-171.7pp | 133.20%-101.9pp | 561.29%-530.0pp |
| Employer contribution / active EE | $1,307 | $3,090-57.7% | $2,420-46.0% | $4,660-71.9% |
| Participant deferral / active EE | $2,346 | $4,912-52.2% | $4,411-46.8% | $6,688-64.9% |
| Admin fee / account holder | $39,848 | $10,250+288.8% | $8,285+381.0% | $13,397+197.4% |