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 | $125,069 | $93,373+33.9% | $152,466-18.0% | $85,850+45.7% |
| Participation rate | 87.1% | 70.1%+17.0pp | 78.2%+8.9pp | 69.3%+17.8pp |
| Annual return | 14.93% | 21.84%-6.9pp | 757.33%-742.4pp | 318.53%-303.6pp |
| Employer contribution / active EE | $2,193 | $2,996-26.8% | $4,327-49.3% | $2,565-14.5% |
| Participant deferral / active EE | $6,217 | $4,550+36.6% | $5,820+6.8% | $3,952+57.3% |
| Admin fee / account holder | $11,422 | $13,853-17.5% | $15,805-27.7% | $6,260+82.5% |