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 | $128,247 | $105,998+21.0% | $92,233+39.0% | $147,584-13.1% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 16.04% | 50.05%-34.0pp | 176.28%-160.2pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,636 | $4,333-62.2% | $3,679-55.5% | $4,876-66.5% |
| Participant deferral / active EE | $8,907 | $4,478+98.9% | $3,897+128.6% | $5,439+63.8% |
| Admin fee / account holder | $472 | $6,332-92.6% | $5,194-90.9% | $10,885-95.7% |