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 | $137,105 | $214,378-36.0% | $200,582-31.6% | $142,382-3.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 16.01% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $11,962 | $6,841+74.8% | $6,419+86.4% | $4,299+178.2% |
| Participant deferral / active EE | $9,768 | $9,865-1.0% | $9,331+4.7% | $6,507+50.1% |
| Admin fee / account holder | $35,705 | $17,692+101.8% | $16,305+119.0% | $12,624+182.8% |