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 | $133,172 | $158,398-15.9% | $126,539+5.2% | $142,382-6.5% |
| Participation rate | 87.5% | 75.8%+11.7pp | 69.8%+17.7pp | 80.1%+7.4pp |
| Annual return | 16.24% | 593.76%-577.5pp | 425.95%-409.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $4,650-100.0% | $3,674-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,277 | $4,767+73.6% | $4,083+102.7% | $6,507+27.2% |
| Admin fee / account holder | $1,210 | $6,918-82.5% | $6,065-80.0% | $12,624-90.4% |