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 | $109,069 | $102,317+6.6% | $146,958-25.8% | $80,856+34.9% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.2%+12.8pp | 67.6%+27.4pp |
| Annual return | 15.93% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,427 | $3,713+19.2% | $4,933-10.3% | $2,755+60.7% |
| Participant deferral / active EE | $9,060 | $6,644+36.4% | $8,070+12.3% | $4,296+110.9% |
| Admin fee / account holder | $6,185 | $7,941-22.1% | $12,998-52.4% | $6,918-10.6% |