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 | $127,332 | $102,317+24.4% | $146,958-13.4% | $80,856+57.5% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 14.05% | 134.76%-120.7pp | 418.34%-404.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $5,359 | $3,713+44.3% | $4,933+8.6% | $2,755+94.5% |
| Participant deferral / active EE | $10,877 | $6,644+63.7% | $8,070+34.8% | $4,296+153.2% |
| Admin fee / account holder | $7,956 | $7,941+0.2% | $12,998-38.8% | $6,918+15.0% |