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 | $143,278 | $102,317+40.0% | $146,958-2.5% | $80,856+77.2% |
| Participation rate | 70.9% | 75.8%-4.9pp | 82.2%-11.2pp | 67.6%+3.3pp |
| Annual return | 14.50% | 134.76%-120.3pp | 418.34%-403.8pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,229 | $6,644-21.3% | $8,070-35.2% | $4,296+21.7% |
| Admin fee / account holder | $6,286 | $7,941-20.8% | $12,998-51.6% | $6,918-9.1% |