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 8-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 | $119,924 | $70,669+69.7% | $169,368-29.2% | $75,163+59.6% |
| Participation rate | 72.4% | 64.8%+7.7pp | 77.1%-4.7pp | 67.2%+5.3pp |
| Annual return | 14.72% | 36.36%-21.6pp | 405.60%-390.9pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,143 | $2,211-48.3% | $4,013-71.5% | $2,670-57.2% |
| Participant deferral / active EE | $7,514 | $4,311+74.3% | $6,221+20.8% | $4,125+82.1% |
| Admin fee / account holder | $4,944 | $5,402-8.5% | $9,003-45.1% | $5,651-12.5% |