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 | $177,808 | $154,117+15.4% | $129,995+36.8% | $139,434+27.5% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.5%+13.2pp | 80.3%+11.3pp |
| Annual return | 22.44% | 32.48%-10.0pp | -137.18%+159.6pp | 372.94%-350.5pp |
| Employer contribution / active EE | $11,209 | $5,289+111.9% | $4,320+159.5% | $4,751+135.9% |
| Participant deferral / active EE | $8,502 | $6,710+26.7% | $5,820+46.1% | $6,710+26.7% |
| Admin fee / account holder | $22,103 | $14,007+57.8% | $10,614+108.2% | $11,403+93.8% |