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 | $130,883 | $105,998+23.5% | $92,233+41.9% | $147,584-11.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 12.07% | 50.05%-38.0pp | 176.28%-164.2pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,737 | $4,333-59.9% | $3,679-52.8% | $4,876-64.4% |
| Participant deferral / active EE | $3,980 | $4,478-11.1% | $3,897+2.1% | $5,439-26.8% |
| Admin fee / account holder | $72,885 | $6,332+1051.0% | $5,194+1303.4% | $10,885+569.6% |