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 5-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 | $174,198 | $91,190+91.0% | $178,490-2.4% | $79,858+118.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 13.48% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $7,702 | $3,256+136.6% | $5,011+53.7% | $2,471+211.7% |
| Participant deferral / active EE | $5,714 | $3,236+76.6% | $5,202+9.9% | $3,740+52.8% |
| Admin fee / account holder | $2,854 | $6,751-57.7% | $13,984-79.6% | $5,306-46.2% |