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 | $133,932 | $48,795+174.5% | $65,493+104.5% | $84,808+57.9% |
| Participation rate | 73.3% | 67.0%+6.4pp | 73.1%+0.2pp | 68.3%+5.0pp |
| Annual return | 13.19% | 20.20%-7.0pp | 982.45%-969.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,476 | $2,928+155.3% | $3,961+88.7% | $4,212+77.5% |
| Admin fee / account holder | $8,456 | $3,877+118.1% | $5,028+68.2% | $7,344+15.1% |