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 3-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 | $151,915 | $100,773+50.7% | $88,946+70.8% | $142,382+6.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 19.69% | 70.18%-50.5pp | 57.82%-38.1pp | 217.08%-197.4pp |
| Employer contribution / active EE | $8,369 | $2,918+186.8% | $2,555+227.6% | $4,299+94.7% |
| Participant deferral / active EE | $14,288 | $5,230+173.2% | $4,581+211.9% | $6,507+119.6% |
| Admin fee / account holder | $2,307 | $9,693-76.2% | $8,261-72.1% | $12,624-81.7% |