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 | $128,393 | $105,181+22.1% | $159,436-19.5% | $85,850+49.6% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.0pp | 69.3%+11.5pp |
| Annual return | 15.29% | 45.07%-29.8pp | 263.57%-248.3pp | 318.53%-303.2pp |
| Employer contribution / active EE | $901 | $3,318-72.9% | $4,829-81.4% | $2,565-64.9% |
| Participant deferral / active EE | $8,468 | $5,945+42.4% | $7,352+15.2% | $3,952+114.3% |
| Admin fee / account holder | $29,442 | $6,933+324.6% | $10,799+172.6% | $6,260+370.3% |