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 | $130,098 | $111,724+16.4% | $93,606+39.0% | $145,922-10.8% |
| Participation rate | 70.8% | 74.2%-3.4pp | 68.7%+2.1pp | 80.3%-9.4pp |
| Annual return | 20.21% | 202.98%-182.8pp | 133.20%-113.0pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,044 | $3,090-66.2% | $2,420-56.8% | $4,660-77.6% |
| Participant deferral / active EE | $6,920 | $4,912+40.9% | $4,411+56.9% | $6,688+3.5% |
| Admin fee / account holder | $3,228 | $10,250-68.5% | $8,285-61.0% | $13,397-75.9% |