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 | $128,277 | $65,409+96.1% | $98,442+30.3% | $85,850+49.4% |
| Participation rate | 87.2% | 65.0%+22.2pp | 73.3%+13.8pp | 69.3%+17.9pp |
| Annual return | 12.54% | 21.76%-9.2pp | 1492.73%-1480.2pp | 318.53%-306.0pp |
| Employer contribution / active EE | $378 | $2,168-82.5% | $2,960-87.2% | $2,565-85.2% |
| Participant deferral / active EE | $4,864 | $3,166+53.6% | $4,276+13.7% | $3,952+23.1% |
| Admin fee / account holder | $8,505 | $4,593+85.2% | $5,949+43.0% | $6,260+35.9% |