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 | $165,880 | $99,918+66.0% | $81,382+103.8% | $145,922+13.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 16.25% | 34.32%-18.1pp | 24.73%-8.5pp | 561.29%-545.0pp |
| Employer contribution / active EE | $16,280 | $2,978+446.7% | $2,463+561.0% | $4,660+249.4% |
| Participant deferral / active EE | $8,540 | $4,605+85.4% | $3,883+119.9% | $6,688+27.7% |
| Admin fee / account holder | $673 | $8,212-91.8% | $5,768-88.3% | $13,397-95.0% |