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 | $127,295 | $102,317+24.4% | $146,958-13.4% | $80,856+57.4% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.2%+16.2pp | 67.6%+30.7pp |
| Annual return | 21.34% | 134.76%-113.4pp | 418.34%-397.0pp | 35.59%-14.3pp |
| Employer contribution / active EE | $12,351 | $3,713+232.6% | $4,933+150.4% | $2,755+348.3% |
| Participant deferral / active EE | $13,066 | $6,644+96.7% | $8,070+61.9% | $4,296+204.2% |
| Admin fee / account holder | $3,305 | $7,941-58.4% | $12,998-74.6% | $6,918-52.2% |