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 | $189,318 | $115,770+63.5% | $101,248+87.0% | $158,922+19.1% |
| Participation rate | 93.8% | 79.4%+14.4pp | 75.8%+17.9pp | 82.0%+11.8pp |
| Annual return | 7.88% | 56.14%-48.3pp | 46.47%-38.6pp | 302.83%-294.9pp |
| Employer contribution / active EE | $3,257 | $4,175-22.0% | $3,660-11.0% | $4,761-31.6% |
| Participant deferral / active EE | $9,596 | $4,957+93.6% | $4,370+119.6% | $5,982+60.4% |
| Admin fee / account holder | $947 | $7,245-86.9% | $5,945-84.1% | $11,246-91.6% |