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 | $178,241 | $117,841+51.3% | $102,423+74.0% | $145,922+22.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.53% | 31.65%-11.1pp | 29.32%-8.8pp | 561.29%-540.8pp |
| Employer contribution / active EE | $3,533 | $3,615-2.3% | $3,023+16.9% | $4,660-24.2% |
| Participant deferral / active EE | $6,805 | $5,731+18.7% | $5,053+34.7% | $6,688+1.8% |
| Admin fee / account holder | $14,861 | $13,326+11.5% | $9,451+57.3% | $13,397+10.9% |