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 | $127,923 | $137,414-6.9% | $189,513-32.5% | $85,850+49.0% |
| Participation rate | 95.1% | 84.6%+10.4pp | 87.8%+7.3pp | 69.3%+25.7pp |
| Annual return | 20.92% | 38.14%-17.2pp | 555.15%-534.2pp | 318.53%-297.6pp |
| Employer contribution / active EE | $2,795 | $4,344-35.7% | $6,162-54.6% | $2,565+9.0% |
| Participant deferral / active EE | $7,447 | $6,260+19.0% | $8,221-9.4% | $3,952+88.4% |
| Admin fee / account holder | $1,304 | $8,630-84.9% | $12,045-89.2% | $6,260-79.2% |