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 | $134,083 | $114,047+17.6% | $96,139+39.5% | $167,490-19.9% |
| Participation rate | 84.6% | 75.1%+9.6pp | 68.4%+16.2pp | 82.1%+2.5pp |
| Annual return | 15.63% | 189.88%-174.2pp | 191.94%-176.3pp | 478.56%-462.9pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,797-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,027 | $5,194-41.7% | $4,349-30.4% | $6,341-52.3% |
| Admin fee / account holder | $19,718 | $6,897+185.9% | $5,537+256.1% | $12,309+60.2% |