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 | $131,429 | $137,414-4.4% | $189,513-30.6% | $85,850+53.1% |
| Participation rate | 80.8% | 84.6%-3.8pp | 87.8%-7.0pp | 69.3%+11.5pp |
| Annual return | 38.27% | 38.14%+0.1pp | 555.15%-516.9pp | 318.53%-280.3pp |
| Employer contribution / active EE | $3,023 | $4,344-30.4% | $6,162-50.9% | $2,565+17.9% |
| Participant deferral / active EE | $4,215 | $6,260-32.7% | $8,221-48.7% | $3,952+6.7% |
| Admin fee / account holder | $3,842 | $8,630-55.5% | $12,045-68.1% | $6,260-38.6% |