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 | $127,220 | $115,882+9.8% | $100,516+26.6% | $158,922-19.9% |
| Participation rate | 92.3% | 81.6%+10.7pp | 79.4%+12.9pp | 82.0%+10.3pp |
| Annual return | 94.13% | 34.79%+59.3pp | 30.89%+63.2pp | 302.83%-208.7pp |
| Employer contribution / active EE | $4,285 | $4,103+4.4% | $3,418+25.4% | $4,761-10.0% |
| Participant deferral / active EE | $11,103 | $6,674+66.4% | $6,270+77.1% | $5,982+85.6% |
| Admin fee / account holder | $2,490 | $10,995-77.4% | $8,081-69.2% | $11,246-77.9% |