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 | $175,402 | $226,064-22.4% | $182,532-3.9% | $152,861+14.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 12.78% | 192.51%-179.7pp | 148.54%-135.8pp | 345.32%-332.5pp |
| Employer contribution / active EE | $3,169 | $4,978-36.4% | $4,076-22.3% | $4,762-33.5% |
| Participant deferral / active EE | $9,551 | $6,368+50.0% | $5,524+72.9% | $5,850+63.3% |
| Admin fee / account holder | $1,735 | $10,703-83.8% | $8,592-79.8% | $11,596-85.0% |