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 | $128,879 | $105,998+21.6% | $92,233+39.7% | $147,584-12.7% |
| Participation rate | 72.2% | 80.4%-8.2pp | 76.5%-4.3pp | 82.8%-10.6pp |
| Annual return | 11.07% | 50.05%-39.0pp | 176.28%-165.2pp | 578.55%-567.5pp |
| Employer contribution / active EE | $2,243 | $4,333-48.2% | $3,679-39.0% | $4,876-54.0% |
| Participant deferral / active EE | $3,801 | $4,478-15.1% | $3,897-2.5% | $5,439-30.1% |
| Admin fee / account holder | $28,886 | $6,332+356.2% | $5,194+456.2% | $10,885+165.4% |