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 | $182,115 | $107,452+69.5% | $91,541+98.9% | $142,382+27.9% |
| Participation rate | 81.0% | 75.1%+5.9pp | 69.8%+11.2pp | 80.1%+0.8pp |
| Annual return | 11.70% | 22.06%-10.4pp | 20.50%-8.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,210 | $2,994+7.2% | $2,505+28.2% | $4,299-25.3% |
| Participant deferral / active EE | $7,236 | $4,754+52.2% | $4,008+80.5% | $6,507+11.2% |
| Admin fee / account holder | $190,408 | $8,834+2055.3% | $6,956+2637.2% | $12,624+1408.3% |