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 8-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 | $141,229 | $95,266+48.2% | $82,389+71.4% | $142,382-0.8% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.5%+20.5pp | 80.1%+9.9pp |
| Annual return | 15.97% | 25.74%-9.8pp | 28.67%-12.7pp | 217.08%-201.1pp |
| Employer contribution / active EE | $19,116 | $2,991+539.1% | $2,517+659.5% | $4,299+344.7% |
| Participant deferral / active EE | $3,097 | $4,809-35.6% | $4,155-25.5% | $6,507-52.4% |
| Admin fee / account holder | $1,995 | $8,563-76.7% | $7,231-72.4% | $12,624-84.2% |