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 | $237,839 | $157,256+51.2% | $141,162+68.5% | $152,861+55.6% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 28.11% | 64.32%-36.2pp | 71.39%-43.3pp | 345.32%-317.2pp |
| Employer contribution / active EE | $6,927 | $5,261+31.7% | $4,735+46.3% | $4,762+45.5% |
| Participant deferral / active EE | $5,735 | $7,109-19.3% | $6,709-14.5% | $5,850-2.0% |
| Admin fee / account holder | $1,940 | $12,120-84.0% | $10,261-81.1% | $11,596-83.3% |