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 | $167,346 | $148,534+12.7% | $135,903+23.1% | $139,434+20.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.45% | 79.19%-62.7pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,150 | $5,243-39.9% | $4,856-35.1% | $4,751-33.7% |
| Participant deferral / active EE | $6,733 | $8,100-16.9% | $7,758-13.2% | $6,710+0.3% |
| Admin fee / account holder | $829 | $12,400-93.3% | $10,762-92.3% | $11,403-92.7% |