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 7-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 | $126,001 | $111,724+12.8% | $93,606+34.6% | $145,922-13.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 14.76% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,772 | $3,090+22.1% | $2,420+55.9% | $4,660-19.1% |
| Participant deferral / active EE | $12,391 | $4,912+152.3% | $4,411+180.9% | $6,688+85.3% |
| Admin fee / account holder | $28,473 | $10,250+177.8% | $8,285+243.7% | $13,397+112.5% |