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 7-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 | $182,952 | $104,974+74.3% | $95,585+91.4% | $142,382+28.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.57% | 210.33%-189.8pp | 38.56%-18.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $23,389 | $2,779+741.8% | $2,527+825.7% | $4,299+444.0% |
| Participant deferral / active EE | $11,852 | $4,352+172.3% | $4,023+194.6% | $6,507+82.1% |
| Admin fee / account holder | $1,615 | $6,386-74.7% | $6,127-73.6% | $12,624-87.2% |