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 | $131,637 | $102,317+28.7% | $146,958-10.4% | $80,856+62.8% |
| Participation rate | 73.1% | 75.8%-2.8pp | 82.2%-9.1pp | 67.6%+5.4pp |
| Annual return | 15.81% | 134.76%-119.0pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,604 | $3,713+24.0% | $4,933-6.7% | $2,755+67.1% |
| Participant deferral / active EE | $9,781 | $6,644+47.2% | $8,070+21.2% | $4,296+127.7% |
| Admin fee / account holder | $9,018 | $7,941+13.6% | $12,998-30.6% | $6,918+30.4% |