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 | $136,814 | $102,317+33.7% | $146,958-6.9% | $80,856+69.2% |
| Participation rate | 91.8% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 17.69% | 134.76%-117.1pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $5,016 | $3,713+35.1% | $4,933+1.7% | $2,755+82.1% |
| Participant deferral / active EE | $6,249 | $6,644-5.9% | $8,070-22.6% | $4,296+45.5% |
| Admin fee / account holder | $6,330 | $7,941-20.3% | $12,998-51.3% | $6,918-8.5% |