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 | $164,945 | $105,126+56.9% | $94,646+74.3% | $139,434+18.3% |
| Participation rate | 87.5% | 82.4%+5.1pp | 80.8%+6.7pp | 80.3%+7.2pp |
| Annual return | 16.96% | 38.03%-21.1pp | 156.71%-139.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $5,694 | $4,106+38.7% | $3,672+55.1% | $4,751+19.9% |
| Participant deferral / active EE | $11,961 | $7,599+57.4% | $7,418+61.2% | $6,710+78.3% |
| Admin fee / account holder | $66,363 | $8,984+638.7% | $7,231+817.8% | $11,403+482.0% |