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 | $191,775 | $183,519+4.5% | $155,509+23.3% | $145,922+31.4% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 12.87% | 61.17%-48.3pp | 64.67%-51.8pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,367 | $5,313-55.5% | $4,672-49.4% | $4,660-49.2% |
| Participant deferral / active EE | $7,391 | $6,462+14.4% | $5,626+31.4% | $6,688+10.5% |
| Admin fee / account holder | $2,734 | $19,313-85.8% | $15,912-82.8% | $13,397-79.6% |