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 | $124,420 | $157,256-20.9% | $141,162-11.9% | $152,861-18.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 26.05% | 64.32%-38.3pp | 71.39%-45.3pp | 345.32%-319.3pp |
| Employer contribution / active EE | $15,358 | $5,261+191.9% | $4,735+224.4% | $4,762+222.5% |
| Participant deferral / active EE | $13,598 | $7,109+91.3% | $6,709+102.7% | $5,850+132.4% |
| Admin fee / account holder | $354 | $12,120-97.1% | $10,261-96.5% | $11,596-96.9% |