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 | $176,635 | $98,750+78.9% | $149,696+18.0% | $79,858+121.2% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 87.62% | 27.43%+60.2pp | 276.60%-189.0pp | 31.71%+55.9pp |
| Employer contribution / active EE | $2,902 | $3,216-9.8% | $4,644-37.5% | $2,471+17.5% |
| Participant deferral / active EE | $14,480 | $5,680+154.9% | $6,842+111.6% | $3,740+287.2% |
| Admin fee / account holder | $849 | $6,053-86.0% | $9,309-90.9% | $5,306-84.0% |