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 | $129,842 | $105,181+23.4% | $159,436-18.6% | $85,850+51.2% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 15.82% | 45.07%-29.3pp | 263.57%-247.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,674 | $3,318-19.4% | $4,829-44.6% | $2,565+4.3% |
| Participant deferral / active EE | $8,322 | $5,945+40.0% | $7,352+13.2% | $3,952+110.6% |
| Admin fee / account holder | $5,226 | $6,933-24.6% | $10,799-51.6% | $6,260-16.5% |