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 | $147,718 | $114,381+29.1% | $107,525+37.4% | $142,382+3.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.1%+10.6pp | 80.1%+5.6pp |
| Annual return | 55.17% | 242.71%-187.5pp | 181.32%-126.1pp | 217.08%-161.9pp |
| Employer contribution / active EE | $1,892 | $4,015-52.9% | $3,754-49.6% | $4,299-56.0% |
| Participant deferral / active EE | $3,714 | $5,564-33.2% | $5,116-27.4% | $6,507-42.9% |
| Admin fee / account holder | $32,440 | $9,860+229.0% | $8,919+263.7% | $12,624+157.0% |