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 | $166,288 | $109,982+51.2% | $97,226+71.0% | $145,922+14.0% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.6pp | 80.3%+3.1pp |
| Annual return | 17.23% | 242.90%-225.7pp | 75.13%-57.9pp | 561.29%-544.1pp |
| Employer contribution / active EE | $3,653 | $3,084+18.4% | $2,729+33.9% | $4,660-21.6% |
| Participant deferral / active EE | $8,284 | $4,676+77.2% | $4,264+94.3% | $6,688+23.9% |
| Admin fee / account holder | $2,162 | $6,221-65.2% | $5,654-61.8% | $13,397-83.9% |