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 | $181,632 | $99,877+81.9% | $84,966+113.8% | $145,922+24.5% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 16.54% | 83.76%-67.2pp | 66.38%-49.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $9,853 | $3,231+204.9% | $2,727+261.3% | $4,660+111.4% |
| Participant deferral / active EE | $14,272 | $5,291+169.8% | $4,519+215.8% | $6,688+113.4% |
| Admin fee / account holder | $795 | $7,248-89.0% | $6,149-87.1% | $13,397-94.1% |