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 9-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 | $180,161 | $149,734+20.3% | $118,925+51.5% | $158,922+13.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.78% | 19.95%-11.2pp | 35.88%-27.1pp | 302.83%-294.0pp |
| Employer contribution / active EE | $7,051 | $4,115+71.3% | $3,263+116.1% | $4,761+48.1% |
| Participant deferral / active EE | $4,830 | $5,223-7.5% | $4,265+13.2% | $5,982-19.3% |
| Admin fee / account holder | $1,566 | $8,603-81.8% | $6,581-76.2% | $11,246-86.1% |