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 | $150,204 | $101,883+47.4% | $453,369-66.9% | $85,850+75.0% |
| Participation rate | 90.3% | 72.3%+18.0pp | 78.0%+12.3pp | 69.3%+21.0pp |
| Annual return | 16.63% | 25.38%-8.7pp | 64.40%-47.8pp | 318.53%-301.9pp |
| Employer contribution / active EE | $2,049 | $2,847-28.0% | $4,070-49.6% | $2,565-20.1% |
| Participant deferral / active EE | $6,553 | $4,782+37.0% | $6,209+5.5% | $3,952+65.8% |
| Admin fee / account holder | $3,014 | $5,706-47.2% | $11,209-73.1% | $6,260-51.9% |