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 | $128,156 | $107,334+19.4% | $92,893+38.0% | $152,861-16.2% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 19.41% | 145.58%-126.2pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $17,378 | $4,221+311.7% | $3,653+375.7% | $4,762+264.9% |
| Participant deferral / active EE | $3,449 | $4,845-28.8% | $4,236-18.6% | $5,850-41.1% |
| Admin fee / account holder | $2,147 | $7,079-69.7% | $5,794-63.0% | $11,596-81.5% |