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 | $129,815 | $118,680+9.4% | $98,907+31.2% | $158,922-18.3% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 17.35% | 372.35%-355.0pp | 196.43%-179.1pp | 302.83%-285.5pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,862 | $5,088+34.9% | $4,244+61.7% | $5,982+14.7% |
| Admin fee / account holder | $2,467 | $10,131-75.6% | $6,642-62.9% | $11,246-78.1% |