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 6-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 | $132,342 | $102,317+29.3% | $146,958-9.9% | $80,856+63.7% |
| Participation rate | 91.4% | 75.8%+15.6pp | 82.2%+9.3pp | 67.6%+23.8pp |
| Annual return | 43.50% | 134.76%-91.3pp | 418.34%-374.8pp | 35.59%+7.9pp |
| Employer contribution / active EE | $3,010 | $3,713-18.9% | $4,933-39.0% | $2,755+9.3% |
| Participant deferral / active EE | $10,804 | $6,644+62.6% | $8,070+33.9% | $4,296+151.5% |
| Admin fee / account holder | $9,732 | $7,941+22.6% | $12,998-25.1% | $6,918+40.7% |