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 | $126,927 | $82,664+53.5% | $125,339+1.3% | $68,494+85.3% |
| Participation rate | 93.8% | 75.0%+18.8pp | 82.4%+11.5pp | 67.9%+26.0pp |
| Annual return | 18.01% | -5.97%+24.0pp | 572.05%-554.0pp | -7.84%+25.9pp |
| Employer contribution / active EE | $765 | $3,381-77.4% | $4,814-84.1% | $2,596-70.5% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $547 | $6,275-91.3% | $10,010-94.5% | $5,403-89.9% |