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 | $232,719 | $175,202+32.8% | $149,673+55.5% | $139,434+66.9% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 14.09% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $2,919 | $5,474-46.7% | $4,818-39.4% | $4,751-38.6% |
| Participant deferral / active EE | $14,688 | $6,519+125.3% | $5,680+158.6% | $6,710+118.9% |
| Admin fee / account holder | $33,077 | $16,150+104.8% | $13,210+150.4% | $11,403+190.1% |