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 | $177,477 | $117,983+50.4% | $101,794+74.3% | $142,382+24.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.2%+14.1pp | 80.1%+3.2pp |
| Annual return | 16.79% | 36.92%-20.1pp | 30.53%-13.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $15,972 | $2,773+476.0% | $2,289+597.8% | $4,299+271.5% |
| Participant deferral / active EE | $7,552 | $4,714+60.2% | $4,084+84.9% | $6,507+16.1% |
| Admin fee / account holder | $1,240 | $10,433-88.1% | $8,777-85.9% | $12,624-90.2% |