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 | $183,958 | $99,985+84.0% | $146,665+25.4% | $85,850+114.3% |
| Participation rate | 92.0% | 73.1%+18.9pp | 80.1%+11.9pp | 69.3%+22.7pp |
| Annual return | 13.09% | 18.93%-5.8pp | 22.74%-9.7pp | 318.53%-305.4pp |
| Employer contribution / active EE | $4,178 | $2,559+63.3% | $4,136+1.0% | $2,565+62.9% |
| Participant deferral / active EE | $5,991 | $4,006+49.6% | $5,506+8.8% | $3,952+51.6% |
| Admin fee / account holder | $37,671 | $7,702+389.1% | $10,280+266.5% | $6,260+501.8% |