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 | $160,022 | $91,190+75.5% | $178,490-10.3% | $79,858+100.4% |
| Participation rate | 83.1% | 69.2%+13.9pp | 81.9%+1.2pp | 69.6%+13.5pp |
| Annual return | 10.46% | 24.19%-13.7pp | 151.07%-140.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $6,511 | $3,256+100.0% | $5,011+29.9% | $2,471+163.5% |
| Participant deferral / active EE | $3,142 | $3,236-2.9% | $5,202-39.6% | $3,740-16.0% |
| Admin fee / account holder | $26,112 | $6,751+286.8% | $13,984+86.7% | $5,306+392.1% |