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 | $136,835 | $102,317+33.7% | $146,958-6.9% | $80,856+69.2% |
| Participation rate | 85.4% | 75.8%+9.5pp | 82.2%+3.2pp | 67.6%+17.7pp |
| Annual return | 15.03% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $7,857 | $3,713+111.6% | $4,933+59.3% | $2,755+185.2% |
| Participant deferral / active EE | $12,803 | $6,644+92.7% | $8,070+58.7% | $4,296+198.0% |
| Admin fee / account holder | $13,322 | $7,941+67.8% | $12,998+2.5% | $6,918+92.6% |