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 | $134,580 | $102,317+31.5% | $146,958-8.4% | $80,856+66.4% |
| Participation rate | 70.4% | 75.8%-5.4pp | 82.2%-11.7pp | 67.6%+2.8pp |
| Annual return | 12.91% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,556 | $3,713-31.2% | $4,933-48.2% | $2,755-7.2% |
| Participant deferral / active EE | $6,805 | $6,644+2.4% | $8,070-15.7% | $4,296+58.4% |
| Admin fee / account holder | $6,797 | $7,941-14.4% | $12,998-47.7% | $6,918-1.8% |