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 | $187,985 | $133,922+40.4% | $116,228+61.7% | $142,382+32.0% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 106.34% | 147.76%-41.4pp | 90.06%+16.3pp | 217.08%-110.7pp |
| Employer contribution / active EE | $8,861 | $3,446+157.2% | $2,994+195.9% | $4,299+106.1% |
| Participant deferral / active EE | $13,189 | $5,672+132.5% | $4,953+166.3% | $6,507+102.7% |
| Admin fee / account holder | $7,959 | $14,945-46.7% | $11,989-33.6% | $12,624-36.9% |