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 9-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 | $110,735 | $102,317+8.2% | $146,958-24.6% | $80,856+37.0% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 13.25% | 134.76%-121.5pp | 418.34%-405.1pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,521 | $3,713-5.2% | $4,933-28.6% | $2,755+27.8% |
| Participant deferral / active EE | $9,729 | $6,644+46.4% | $8,070+20.6% | $4,296+126.5% |
| Admin fee / account holder | $18,919 | $7,941+138.2% | $12,998+45.6% | $6,918+173.5% |