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 | $131,653 | $114,047+15.4% | $96,139+36.9% | $167,490-21.4% |
| Participation rate | 78.6% | 75.1%+3.5pp | 68.4%+10.1pp | 82.1%-3.5pp |
| Annual return | 19.03% | 189.88%-170.8pp | 191.94%-172.9pp | 478.56%-459.5pp |
| Employer contribution / active EE | $1,012 | $3,427-70.5% | $2,797-63.8% | $4,837-79.1% |
| Participant deferral / active EE | $7,463 | $5,194+43.7% | $4,349+71.6% | $6,341+17.7% |
| Admin fee / account holder | $25,438 | $6,897+268.8% | $5,537+359.4% | $12,309+106.7% |