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 9-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 | $106,518 | $226,064-52.9% | $182,532-41.6% | $152,861-30.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.0%-3.0pp | 82.4%-7.4pp |
| Annual return | 25.62% | 192.51%-166.9pp | 148.54%-122.9pp | 345.32%-319.7pp |
| Employer contribution / active EE | $10,974 | $4,978+120.4% | $4,076+169.2% | $4,762+130.4% |
| Participant deferral / active EE | $10,452 | $6,368+64.1% | $5,524+89.2% | $5,850+78.7% |
| Admin fee / account holder | $940 | $10,703-91.2% | $8,592-89.1% | $11,596-91.9% |