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 | $119,663 | $102,317+17.0% | $146,958-18.6% | $80,856+48.0% |
| Participation rate | 90.5% | 75.8%+14.6pp | 82.2%+8.3pp | 67.6%+22.8pp |
| Annual return | 17.71% | 134.76%-117.1pp | 418.34%-400.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $5,489 | $3,713+47.8% | $4,933+11.3% | $2,755+99.3% |
| Participant deferral / active EE | $9,084 | $6,644+36.7% | $8,070+12.6% | $4,296+111.5% |
| Admin fee / account holder | $576 | $7,941-92.7% | $12,998-95.6% | $6,918-91.7% |