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 | $191,138 | $109,817+74.1% | $98,442+94.2% | $167,490+14.1% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 10.53% | 1956.69%-1946.2pp | 1492.73%-1482.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,916 | $3,224-9.6% | $2,960-1.5% | $4,837-39.7% |
| Participant deferral / active EE | $7,736 | $4,673+65.5% | $4,276+80.9% | $6,341+22.0% |
| Admin fee / account holder | $1,821 | $6,753-73.0% | $5,949-69.4% | $12,309-85.2% |