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 10-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 | $176,588 | $91,538+92.9% | $129,995+35.8% | $75,163+134.9% |
| Participation rate | 98.6% | 71.4%+27.2pp | 78.5%+20.2pp | 67.2%+31.5pp |
| Annual return | 17.00% | -631.11%+648.1pp | -137.18%+154.2pp | 160.62%-143.6pp |
| Employer contribution / active EE | $5,699 | $2,845+100.3% | $4,320+31.9% | $2,670+113.4% |
| Participant deferral / active EE | $7,970 | $4,341+83.6% | $5,820+36.9% | $4,125+93.2% |
| Admin fee / account holder | $671 | $6,790-90.1% | $10,614-93.7% | $5,651-88.1% |