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 | $151,076 | $83,902+80.1% | $167,512-9.8% | $84,808+78.1% |
| Participation rate | 76.2% | 66.5%+9.7pp | 77.1%-0.9pp | 68.3%+7.9pp |
| Annual return | 15.81% | 91.55%-75.7pp | 1615.79%-1600.0pp | 40.90%-25.1pp |
| Employer contribution / active EE | $895 | $2,264-60.4% | $3,882-76.9% | $2,631-66.0% |
| Participant deferral / active EE | $8,955 | $4,442+101.6% | $6,405+39.8% | $4,212+112.6% |
| Admin fee / account holder | $8,450 | $7,915+6.8% | $9,769-13.5% | $7,344+15.1% |