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 | $113,659 | $102,317+11.1% | $146,958-22.7% | $80,856+40.6% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 22.14% | 134.76%-112.6pp | 418.34%-396.2pp | 35.59%-13.5pp |
| Employer contribution / active EE | $3,677 | $3,713-1.0% | $4,933-25.5% | $2,755+33.5% |
| Participant deferral / active EE | $8,028 | $6,644+20.8% | $8,070-0.5% | $4,296+86.9% |
| Admin fee / account holder | $4,331 | $7,941-45.5% | $12,998-66.7% | $6,918-37.4% |