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 | $183,639 | $133,922+37.1% | $116,228+58.0% | $142,382+29.0% |
| Participation rate | 95.8% | 77.9%+18.0pp | 74.6%+21.3pp | 80.1%+15.7pp |
| Annual return | 15.82% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,211 | $3,446+51.2% | $2,994+74.0% | $4,299+21.2% |
| Participant deferral / active EE | $12,815 | $5,672+125.9% | $4,953+158.7% | $6,507+96.9% |
| Admin fee / account holder | $4,685 | $14,945-68.7% | $11,989-60.9% | $12,624-62.9% |