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 6-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 | $237,002 | $179,726+31.9% | $156,263+51.7% | $142,382+66.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.05% | 77.86%-57.8pp | 59.47%-39.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,836 | $5,069-63.8% | $4,333-57.6% | $4,299-57.3% |
| Participant deferral / active EE | $3,822 | $6,956-45.1% | $6,158-37.9% | $6,507-41.3% |
| Admin fee / account holder | $3,126 | $17,272-81.9% | $14,255-78.1% | $12,624-75.2% |