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 | $136,211 | $112,096+21.5% | $95,952+42.0% | $158,922-14.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 8.70% | 171.09%-162.4pp | 91.61%-82.9pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,588 | $3,198-50.3% | $2,541-37.5% | $4,761-66.6% |
| Participant deferral / active EE | $5,195 | $4,784+8.6% | $4,167+24.7% | $5,982-13.2% |
| Admin fee / account holder | $12,316 | $10,130+21.6% | $6,795+81.2% | $11,246+9.5% |