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 | $169,712 | $104,974+61.7% | $95,585+77.6% | $142,382+19.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.75% | 210.33%-195.6pp | 38.56%-23.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $827 | $2,779-70.2% | $2,527-67.3% | $4,299-80.8% |
| Participant deferral / active EE | $2,167 | $4,352-50.2% | $4,023-46.1% | $6,507-66.7% |
| Admin fee / account holder | $1,959 | $6,386-69.3% | $6,127-68.0% | $12,624-84.5% |