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 9-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 | $153,627 | $74,888+105.1% | $71,209+115.7% | $142,382+7.9% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 18.11% | 345.14%-327.0pp | 282.51%-264.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $3,454 | $2,854+21.0% | $2,721+27.0% | $4,299-19.7% |
| Participant deferral / active EE | $4,543 | $4,454+2.0% | $4,175+8.8% | $6,507-30.2% |
| Admin fee / account holder | $1,120 | $5,568-79.9% | $5,349-79.1% | $12,624-91.1% |