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 | $140,307 | $91,538+53.3% | $129,995+7.9% | $75,163+86.7% |
| Participation rate | 95.9% | 71.4%+24.5pp | 78.5%+17.4pp | 67.2%+28.7pp |
| Annual return | 24.15% | -631.11%+655.3pp | -137.18%+161.3pp | 160.62%-136.5pp |
| Employer contribution / active EE | $884 | $2,845-68.9% | $4,320-79.5% | $2,670-66.9% |
| Participant deferral / active EE | $7,935 | $4,341+82.8% | $5,820+36.3% | $4,125+92.4% |
| Admin fee / account holder | $3,980 | $6,790-41.4% | $10,614-62.5% | $5,651-29.6% |