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 7-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 | $179,322 | $111,754+60.5% | $103,333+73.5% | $145,922+22.9% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 26.81% | 24.77%+2.0pp | 24.88%+1.9pp | 561.29%-534.5pp |
| Employer contribution / active EE | $5,186 | $4,212+23.1% | $3,868+34.1% | $4,660+11.3% |
| Participant deferral / active EE | $147,389 | $5,619+2523.3% | $5,057+2814.3% | $6,688+2103.9% |
| Admin fee / account holder | $176,514 | $9,750+1710.4% | $8,355+2012.8% | $13,397+1217.6% |