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 | $168,272 | $89,753+87.5% | $107,525+56.5% | $84,808+98.4% |
| Participation rate | 86.8% | 68.1%+18.7pp | 75.1%+11.7pp | 68.3%+18.5pp |
| Annual return | 16.95% | 29.48%-12.5pp | 181.32%-164.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $1,457 | $3,113-53.2% | $3,754-61.2% | $2,631-44.6% |
| Participant deferral / active EE | $6,449 | $4,056+59.0% | $5,116+26.1% | $4,212+53.1% |
| Admin fee / account holder | $8,047 | $7,222+11.4% | $8,919-9.8% | $7,344+9.6% |