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 | $170,260 | $102,317+66.4% | $146,958+15.9% | $80,856+110.6% |
| Participation rate | 96.7% | 75.8%+20.8pp | 82.2%+14.5pp | 67.6%+29.0pp |
| Annual return | 12.83% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.8pp |
| Employer contribution / active EE | $5,240 | $3,713+41.1% | $4,933+6.2% | $2,755+90.2% |
| Participant deferral / active EE | $8,990 | $6,644+35.3% | $8,070+11.4% | $4,296+109.3% |
| Admin fee / account holder | $5,239 | $7,941-34.0% | $12,998-59.7% | $6,918-24.3% |