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 3-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 | $145,453 | $74,888+94.2% | $71,209+104.3% | $142,382+2.2% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 21.03% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $1,396 | $2,854-51.1% | $2,721-48.7% | $4,299-67.5% |
| Participant deferral / active EE | $7,098 | $4,454+59.4% | $4,175+70.0% | $6,507+9.1% |
| Admin fee / account holder | $794 | $5,568-85.7% | $5,349-85.2% | $12,624-93.7% |