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 | $114,844 | $102,317+12.2% | $146,958-21.9% | $80,856+42.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 14.66% | 134.76%-120.1pp | 418.34%-403.7pp | 35.59%-20.9pp |
| Employer contribution / active EE | $5,478 | $3,713+47.5% | $4,933+11.1% | $2,755+98.9% |
| Participant deferral / active EE | $7,918 | $6,644+19.2% | $8,070-1.9% | $4,296+84.3% |
| Admin fee / account holder | $5,339 | $7,941-32.8% | $12,998-58.9% | $6,918-22.8% |