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 | $129,112 | $74,888+72.4% | $71,209+81.3% | $142,382-9.3% |
| Participation rate | 82.6% | 76.2%+6.4pp | 73.8%+8.9pp | 80.1%+2.5pp |
| Annual return | 15.66% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,027 | $4,454+80.2% | $4,175+92.2% | $6,507+23.3% |
| Admin fee / account holder | $6,289 | $5,568+12.9% | $5,349+17.6% | $12,624-50.2% |