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 | $150,972 | $185,822-18.8% | $169,993-11.2% | $139,434+8.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 17.39% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,750 | $7,590-76.9% | $6,785-74.2% | $4,751-63.2% |
| Participant deferral / active EE | $5,500 | $11,622-52.7% | $10,408-47.2% | $6,710-18.0% |
| Admin fee / account holder | $23,297 | $15,381+51.5% | $12,815+81.8% | $11,403+104.3% |