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 | $122,727 | $105,998+15.8% | $92,233+33.1% | $147,584-16.8% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 16.69% | 50.05%-33.4pp | 176.28%-159.6pp | 578.55%-561.9pp |
| Employer contribution / active EE | $2,972 | $4,333-31.4% | $3,679-19.2% | $4,876-39.1% |
| Participant deferral / active EE | $6,150 | $4,478+37.3% | $3,897+57.8% | $5,439+13.1% |
| Admin fee / account holder | $15,458 | $6,332+144.1% | $5,194+197.6% | $10,885+42.0% |