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 | $139,886 | $102,317+36.7% | $146,958-4.8% | $80,856+73.0% |
| Participation rate | 93.6% | 75.8%+17.8pp | 82.2%+11.5pp | 67.6%+26.0pp |
| Annual return | 13.36% | 134.76%-121.4pp | 418.34%-405.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,772 | $3,713-25.3% | $4,933-43.8% | $2,755+0.6% |
| Participant deferral / active EE | $5,677 | $6,644-14.5% | $8,070-29.6% | $4,296+32.2% |
| Admin fee / account holder | $3,346 | $7,941-57.9% | $12,998-74.3% | $6,918-51.6% |