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 3-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 | $187,314 | $83,902+123.3% | $167,512+11.8% | $84,808+120.9% |
| Participation rate | 77.4% | 66.5%+11.0pp | 77.1%+0.4pp | 68.3%+9.1pp |
| Annual return | 19.56% | 91.55%-72.0pp | 1615.79%-1596.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,614 | $2,264+148.0% | $3,882+44.6% | $2,631+113.4% |
| Participant deferral / active EE | $12,827 | $4,442+188.7% | $6,405+100.3% | $4,212+204.6% |
| Admin fee / account holder | $6,710 | $7,915-15.2% | $9,769-31.3% | $7,344-8.6% |