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 | $124,634 | $112,096+11.2% | $95,952+29.9% | $158,922-21.6% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | 11.07% | 171.09%-160.0pp | 91.61%-80.5pp | 302.83%-291.8pp |
| Employer contribution / active EE | $4,817 | $3,198+50.6% | $2,541+89.6% | $4,761+1.2% |
| Participant deferral / active EE | $7,479 | $4,784+56.3% | $4,167+79.5% | $5,982+25.0% |
| Admin fee / account holder | $4,539 | $10,130-55.2% | $6,795-33.2% | $11,246-59.6% |