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 | $130,930 | $99,877+31.1% | $84,966+54.1% | $145,922-10.3% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 24.49% | 83.76%-59.3pp | 66.38%-41.9pp | 561.29%-536.8pp |
| Employer contribution / active EE | $4,149 | $3,231+28.4% | $2,727+52.1% | $4,660-11.0% |
| Participant deferral / active EE | $13,127 | $5,291+148.1% | $4,519+190.5% | $6,688+96.3% |
| Admin fee / account holder | $1,111 | $7,248-84.7% | $6,149-81.9% | $13,397-91.7% |