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 | $177,653 | $111,724+59.0% | $93,606+89.8% | $145,922+21.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 12.41% | 202.98%-190.6pp | 133.20%-120.8pp | 561.29%-548.9pp |
| Employer contribution / active EE | $2,439 | $3,090-21.1% | $2,420+0.8% | $4,660-47.7% |
| Participant deferral / active EE | $5,853 | $4,912+19.2% | $4,411+32.7% | $6,688-12.5% |
| Admin fee / account holder | $4,550 | $10,250-55.6% | $8,285-45.1% | $13,397-66.0% |