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 | $117,953 | $112,096+5.2% | $95,952+22.9% | $158,922-25.8% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 12.33% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,532 | $3,198+41.7% | $2,541+78.3% | $4,761-4.8% |
| Participant deferral / active EE | $11,120 | $4,784+132.4% | $4,167+166.9% | $5,982+85.9% |
| Admin fee / account holder | $10,010 | $10,130-1.2% | $6,795+47.3% | $11,246-11.0% |