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 | $144,735 | $105,998+36.5% | $92,233+56.9% | $147,584-1.9% |
| Participation rate | 88.2% | 80.4%+7.8pp | 76.5%+11.8pp | 82.8%+5.4pp |
| Annual return | 15.85% | 50.05%-34.2pp | 176.28%-160.4pp | 578.55%-562.7pp |
| Employer contribution / active EE | $5,882 | $4,333+35.8% | $3,679+59.9% | $4,876+20.6% |
| Participant deferral / active EE | $4,718 | $4,478+5.4% | $3,897+21.1% | $5,439-13.3% |
| Admin fee / account holder | $1,960 | $6,332-69.0% | $5,194-62.3% | $10,885-82.0% |