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 | $158,734 | $104,974+51.2% | $95,585+66.1% | $142,382+11.5% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 55.85% | 210.33%-154.5pp | 38.56%+17.3pp | 217.08%-161.2pp |
| Employer contribution / active EE | $1,537 | $2,779-44.7% | $2,527-39.2% | $4,299-64.2% |
| Participant deferral / active EE | $7,817 | $4,352+79.6% | $4,023+94.3% | $6,507+20.1% |
| Admin fee / account holder | $1,824 | $6,386-71.4% | $6,127-70.2% | $12,624-85.5% |