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 8-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 | $140,792 | $102,317+37.6% | $146,958-4.2% | $80,856+74.1% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 13.08% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $6,983 | $3,713+88.1% | $4,933+41.6% | $2,755+153.5% |
| Participant deferral / active EE | $11,521 | $6,644+73.4% | $8,070+42.8% | $4,296+168.2% |
| Admin fee / account holder | $7,960 | $7,941+0.2% | $12,998-38.8% | $6,918+15.1% |