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 | $176,288 | $115,770+52.3% | $101,248+74.1% | $158,922+10.9% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 10.53% | 56.14%-45.6pp | 46.47%-35.9pp | 302.83%-292.3pp |
| Employer contribution / active EE | $4,831 | $4,175+15.7% | $3,660+32.0% | $4,761+1.5% |
| Participant deferral / active EE | $11,259 | $4,957+127.1% | $4,370+157.6% | $5,982+88.2% |
| Admin fee / account holder | $1,177 | $7,245-83.8% | $5,945-80.2% | $11,246-89.5% |