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 | $133,032 | $157,256-15.4% | $141,162-5.8% | $152,861-13.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 0.00% | 64.32%-64.3pp | 71.39%-71.4pp | 345.32%-345.3pp |
| Employer contribution / active EE | $2,604 | $5,261-50.5% | $4,735-45.0% | $4,762-45.3% |
| Participant deferral / active EE | $8,362 | $7,109+17.6% | $6,709+24.6% | $5,850+42.9% |
| Admin fee / account holder | $393 | $12,120-96.8% | $10,261-96.2% | $11,596-96.6% |