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 | $119,867 | $109,359+9.6% | $162,163-26.1% | $72,985+64.2% |
| Participation rate | 94.1% | 84.3%+9.9pp | 87.6%+6.6pp | 69.5%+24.6pp |
| Annual return | 46.70% | 25.46%+21.2pp | 115.59%-68.9pp | 81.00%-34.3pp |
| Employer contribution / active EE | $4,349 | $3,907+11.3% | $5,614-22.5% | $2,440+78.3% |
| Participant deferral / active EE | $11,891 | $5,481+117.0% | $7,298+62.9% | $3,607+229.6% |
| Admin fee / account holder | $594 | $7,972-92.5% | $10,843-94.5% | $5,124-88.4% |