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 | $185,604 | $95,416+94.5% | $185,823-0.1% | $85,850+116.2% |
| Participation rate | 95.8% | 68.8%+27.0pp | 81.7%+14.1pp | 69.3%+26.5pp |
| Annual return | 17.28% | 23.59%-6.3pp | 122.05%-104.8pp | 318.53%-301.3pp |
| Employer contribution / active EE | $10,050 | $3,314+203.3% | $5,167+94.5% | $2,565+291.8% |
| Participant deferral / active EE | $6,408 | $3,423+87.2% | $5,568+15.1% | $3,952+62.2% |
| Admin fee / account holder | $1,923 | $7,213-73.3% | $16,237-88.2% | $6,260-69.3% |