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 | $188,275 | $93,571+101.2% | $135,903+38.5% | $75,163+150.5% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 18.97% | 30.90%-11.9pp | 68.23%-49.3pp | 160.62%-141.7pp |
| Employer contribution / active EE | $8,575 | $3,537+142.5% | $4,856+76.6% | $2,670+221.2% |
| Participant deferral / active EE | $6,613 | $6,404+3.3% | $7,758-14.8% | $4,125+60.3% |
| Admin fee / account holder | $5,613 | $6,975-19.5% | $10,762-47.8% | $5,651-0.7% |