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 | $145,764 | $105,126+38.7% | $94,646+54.0% | $139,434+4.5% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 19.82% | 38.03%-18.2pp | 156.71%-136.9pp | 372.94%-353.1pp |
| Employer contribution / active EE | $6,119 | $4,106+49.0% | $3,672+66.6% | $4,751+28.8% |
| Participant deferral / active EE | $9,847 | $7,599+29.6% | $7,418+32.7% | $6,710+46.7% |
| Admin fee / account holder | $343 | $8,984-96.2% | $7,231-95.3% | $11,403-97.0% |