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 | $148,074 | $136,179+8.7% | $98,755+49.9% | $167,490-11.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 87.87% | 67.53%+20.3pp | 49.91%+38.0pp | 478.56%-390.7pp |
| Employer contribution / active EE | $888 | $2,631-66.2% | $2,067-57.0% | $4,837-81.6% |
| Participant deferral / active EE | $1,506 | $3,716-59.5% | $3,035-50.4% | $6,341-76.3% |
| Admin fee / account holder | $867 | $5,031-82.8% | $4,076-78.7% | $12,309-93.0% |