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 | $213,202 | $152,587+39.7% | $125,175+70.3% | $152,861+39.5% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.4%+5.1pp |
| Annual return | 23.03% | 54.84%-31.8pp | 43.79%-20.8pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,117 | $4,946-16.8% | $3,865+6.5% | $4,762-13.5% |
| Participant deferral / active EE | $9,371 | $5,868+59.7% | $4,937+89.8% | $5,850+60.2% |
| Admin fee / account holder | $7,574 | $13,434-43.6% | $9,702-21.9% | $11,596-34.7% |