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 | $135,833 | $111,724+21.6% | $93,606+45.1% | $145,922-6.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 10.22% | 202.98%-192.8pp | 133.20%-123.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,400 | $3,090-22.3% | $2,420-0.8% | $4,660-48.5% |
| Participant deferral / active EE | $5,107 | $4,912+4.0% | $4,411+15.8% | $6,688-23.6% |
| Admin fee / account holder | $1,220 | $10,250-88.1% | $8,285-85.3% | $13,397-90.9% |