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 | $121,921 | $102,317+19.2% | $146,958-17.0% | $80,856+50.8% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 14.53% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,196 | $3,713-40.9% | $4,933-55.5% | $2,755-20.3% |
| Participant deferral / active EE | $9,162 | $6,644+37.9% | $8,070+13.5% | $4,296+113.3% |
| Admin fee / account holder | $2,031 | $7,941-74.4% | $12,998-84.4% | $6,918-70.6% |