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 8-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 | $135,313 | $102,317+32.2% | $146,958-7.9% | $80,856+67.3% |
| Participation rate | 96.2% | 75.8%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 14.44% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.2pp |
| Employer contribution / active EE | $8,548 | $3,713+130.2% | $4,933+73.3% | $2,755+210.3% |
| Participant deferral / active EE | $8,949 | $6,644+34.7% | $8,070+10.9% | $4,296+108.3% |
| Admin fee / account holder | $2,609 | $7,941-67.1% | $12,998-79.9% | $6,918-62.3% |