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 6-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 | $166,158 | $104,974+58.3% | $95,585+73.8% | $142,382+16.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.11% | 210.33%-196.2pp | 38.56%-24.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $17,243 | $2,779+520.6% | $2,527+582.5% | $4,299+301.1% |
| Participant deferral / active EE | $27,084 | $4,352+522.3% | $4,023+573.3% | $6,507+316.2% |
| Admin fee / account holder | $1,110 | $6,386-82.6% | $6,127-81.9% | $12,624-91.2% |