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 | $162,894 | $135,635+20.1% | $110,238+47.8% | $135,375+20.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 5.26% | 513.19%-507.9pp | 314.74%-309.5pp | 519.73%-514.5pp |
| Employer contribution / active EE | $5,571 | $4,906+13.5% | $3,826+45.6% | $4,779+16.6% |
| Participant deferral / active EE | $8,800 | $5,506+59.8% | $4,672+88.4% | $5,609+56.9% |
| Admin fee / account holder | $2,706 | $11,457-76.4% | $8,547-68.3% | $10,827-75.0% |