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 5-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 | $172,440 | $100,773+71.1% | $88,946+93.9% | $142,382+21.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.94% | 70.18%-52.2pp | 57.82%-39.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,800 | $2,918+30.2% | $2,555+48.7% | $4,299-11.6% |
| Participant deferral / active EE | $24,250 | $5,230+363.6% | $4,581+429.3% | $6,507+272.7% |
| Admin fee / account holder | $631 | $9,693-93.5% | $8,261-92.4% | $12,624-95.0% |