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 | $128,243 | $102,317+25.3% | $146,958-12.7% | $80,856+58.6% |
| Participation rate | 77.8% | 75.8%+1.9pp | 82.2%-4.4pp | 67.6%+10.1pp |
| Annual return | 39.98% | 134.76%-94.8pp | 418.34%-378.4pp | 35.59%+4.4pp |
| Employer contribution / active EE | $5,451 | $3,713+46.8% | $4,933+10.5% | $2,755+97.9% |
| Participant deferral / active EE | $11,384 | $6,644+71.3% | $8,070+41.1% | $4,296+165.0% |
| Admin fee / account holder | $15,715 | $7,941+97.9% | $12,998+20.9% | $6,918+127.2% |