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 | $169,156 | $116,175+45.6% | $93,606+80.7% | $152,861+10.7% |
| Participation rate | 90.0% | 78.0%+12.0pp | 75.8%+14.2pp | 82.4%+7.6pp |
| Annual return | 17.00% | 35.96%-19.0pp | 32.76%-15.8pp | 345.32%-328.3pp |
| Employer contribution / active EE | $15,406 | $3,218+378.7% | $2,718+466.8% | $4,762+223.5% |
| Participant deferral / active EE | $6,796 | $4,603+47.6% | $4,069+67.0% | $5,850+16.2% |
| Admin fee / account holder | $40,927 | $10,748+280.8% | $7,888+418.8% | $11,596+252.9% |