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 | $89,296 | $102,317-12.7% | $146,958-39.2% | $80,856+10.4% |
| Participation rate | 81.3% | 75.8%+5.4pp | 82.2%-0.9pp | 67.6%+13.6pp |
| Annual return | 14.58% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $9,028 | $3,713+143.1% | $4,933+83.0% | $2,755+227.7% |
| Participant deferral / active EE | $10,837 | $6,644+63.1% | $8,070+34.3% | $4,296+152.3% |
| Admin fee / account holder | $20,580 | $7,941+159.2% | $12,998+58.3% | $6,918+197.5% |