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 | $164,966 | $108,919+51.5% | $100,391+64.3% | $145,922+13.1% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 12.64% | 57.88%-45.2pp | 49.20%-36.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,583 | $4,419-64.2% | $3,942-59.8% | $4,660-66.0% |
| Participant deferral / active EE | $6,366 | $8,445-24.6% | $8,082-21.2% | $6,688-4.8% |
| Admin fee / account holder | $662 | $9,689-93.2% | $7,899-91.6% | $13,397-95.1% |