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 | $140,664 | $105,181+33.7% | $159,436-11.8% | $85,850+63.8% |
| Participation rate | 92.5% | 75.8%+16.7pp | 82.8%+9.7pp | 69.3%+23.2pp |
| Annual return | 23.75% | 45.07%-21.3pp | 263.57%-239.8pp | 318.53%-294.8pp |
| Employer contribution / active EE | $5,056 | $3,318+52.4% | $4,829+4.7% | $2,565+97.1% |
| Participant deferral / active EE | $7,035 | $5,945+18.3% | $7,352-4.3% | $3,952+78.0% |
| Admin fee / account holder | $497 | $6,933-92.8% | $10,799-95.4% | $6,260-92.1% |