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 | $133,099 | $102,317+30.1% | $146,958-9.4% | $80,856+64.6% |
| Participation rate | 73.3% | 75.8%-2.5pp | 82.2%-8.8pp | 67.6%+5.7pp |
| Annual return | 17.20% | 134.76%-117.6pp | 418.34%-401.1pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,886 | $3,713-22.3% | $4,933-41.5% | $2,755+4.8% |
| Participant deferral / active EE | $8,728 | $6,644+31.4% | $8,070+8.2% | $4,296+103.2% |
| Admin fee / account holder | $4,585 | $7,941-42.3% | $12,998-64.7% | $6,918-33.7% |