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 | $117,868 | $101,317+16.3% | $146,958-19.8% | $74,495+58.2% |
| Participation rate | 82.1% | 75.5%+6.5pp | 82.2%-0.1pp | 67.2%+14.9pp |
| Annual return | 21.71% | 8730.91%-8709.2pp | 418.34%-396.6pp | 1364.94%-1343.2pp |
| Employer contribution / active EE | $5,559 | $3,810+45.9% | $4,933+12.7% | $2,623+111.9% |
| Participant deferral / active EE | $10,706 | $7,303+46.6% | $8,070+32.7% | $4,346+146.4% |
| Admin fee / account holder | $2,868 | $1,739+65.0% | $12,998-77.9% | $1,942+47.7% |