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 6-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 | $169,520 | $127,065+33.4% | $113,168+49.8% | $142,382+19.1% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 23.97% | 24.03%-0.1pp | 24.27%-0.3pp | 217.08%-193.1pp |
| Employer contribution / active EE | $13,807 | $3,442+301.1% | $2,975+364.1% | $4,299+221.2% |
| Participant deferral / active EE | $8,668 | $5,716+51.6% | $5,107+69.7% | $6,507+33.2% |
| Admin fee / account holder | $980 | $15,736-93.8% | $12,068-91.9% | $12,624-92.2% |