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 10-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 | $142,601 | $99,877+42.8% | $84,966+67.8% | $145,922-2.3% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 24.77% | 83.76%-59.0pp | 66.38%-41.6pp | 561.29%-536.5pp |
| Employer contribution / active EE | $1,648 | $3,231-49.0% | $2,727-39.6% | $4,660-64.6% |
| Participant deferral / active EE | $6,983 | $5,291+32.0% | $4,519+54.5% | $6,688+4.4% |
| Admin fee / account holder | $867 | $7,248-88.0% | $6,149-85.9% | $13,397-93.5% |