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 7-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 | $108,376 | $102,317+5.9% | $146,958-26.3% | $80,856+34.0% |
| Participation rate | 77.6% | 75.8%+1.8pp | 82.2%-4.5pp | 67.6%+10.0pp |
| Annual return | 30.86% | 134.76%-103.9pp | 418.34%-387.5pp | 35.59%-4.7pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $12,724 | $6,644+91.5% | $8,070+57.7% | $4,296+196.2% |
| Admin fee / account holder | $1,384 | $7,941-82.6% | $12,998-89.4% | $6,918-80.0% |