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 | $176,839 | $124,281+42.3% | $109,143+62.0% | $167,490+5.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.00% | 26.04%-13.0pp | 25.75%-12.7pp | 478.56%-465.6pp |
| Employer contribution / active EE | $8,763 | $4,207+108.3% | $3,722+135.5% | $4,837+81.2% |
| Participant deferral / active EE | $8,074 | $5,255+53.6% | $4,653+73.5% | $6,341+27.3% |
| Admin fee / account holder | $3,398 | $7,970-57.4% | $6,752-49.7% | $12,309-72.4% |