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 | $167,052 | $58,879+183.7% | $178,490-6.4% | $73,488+127.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 16.24% | 24.86%-8.6pp | 151.07%-134.8pp | 28.51%-12.3pp |
| Employer contribution / active EE | $7,915 | $2,236+254.0% | $5,011+58.0% | $2,270+248.7% |
| Participant deferral / active EE | $5,787 | $2,567+125.4% | $5,202+11.3% | $3,740+54.8% |
| Admin fee / account holder | $4,943 | $400+1134.8% | $13,984-64.7% | $513+863.4% |