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 | $140,411 | $114,381+22.8% | $107,525+30.6% | $142,382-1.4% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 13.59% | 242.71%-229.1pp | 181.32%-167.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,767 | $4,015-56.0% | $3,754-52.9% | $4,299-58.9% |
| Participant deferral / active EE | $8,279 | $5,564+48.8% | $5,116+61.8% | $6,507+27.2% |
| Admin fee / account holder | $598 | $9,860-93.9% | $8,919-93.3% | $12,624-95.3% |