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 | $116,249 | $91,538+27.0% | $129,995-10.6% | $75,163+54.7% |
| Participation rate | 90.1% | 71.4%+18.7pp | 78.5%+11.7pp | 67.2%+22.9pp |
| Annual return | 17.68% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,353 | $2,845+88.2% | $4,320+23.9% | $2,670+100.5% |
| Participant deferral / active EE | $9,799 | $4,341+125.7% | $5,820+68.4% | $4,125+137.6% |
| Admin fee / account holder | $9,523 | $6,790+40.3% | $10,614-10.3% | $5,651+68.5% |