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 | $162,064 | $157,256+3.1% | $141,162+14.8% | $152,861+6.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.67% | 64.32%-47.7pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $2,751 | $5,261-47.7% | $4,735-41.9% | $4,762-42.2% |
| Participant deferral / active EE | $8,388 | $7,109+18.0% | $6,709+25.0% | $5,850+43.4% |
| Admin fee / account holder | $8,002 | $12,120-34.0% | $10,261-22.0% | $11,596-31.0% |