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 9-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 | $234,944 | $111,754+110.2% | $103,333+127.4% | $145,922+61.0% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 13.81% | 24.77%-11.0pp | 24.88%-11.1pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,584 | $4,212-14.9% | $3,868-7.3% | $4,660-23.1% |
| Participant deferral / active EE | $12,168 | $5,619+116.6% | $5,057+140.6% | $6,688+81.9% |
| Admin fee / account holder | $3,299 | $9,750-66.2% | $8,355-60.5% | $13,397-75.4% |