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 | $154,685 | $214,378-27.8% | $200,582-22.9% | $142,382+8.6% |
| Participation rate | 95.2% | 87.4%+7.8pp | 86.9%+8.4pp | 80.1%+15.1pp |
| Annual return | 15.22% | 46.41%-31.2pp | 42.33%-27.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $14,139 | $6,841+106.7% | $6,419+120.3% | $4,299+228.9% |
| Participant deferral / active EE | $16,045 | $9,865+62.7% | $9,331+72.0% | $6,507+146.6% |
| Admin fee / account holder | $5,886 | $17,692-66.7% | $16,305-63.9% | $12,624-53.4% |