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 | $119,858 | $114,381+4.8% | $107,525+11.5% | $142,382-15.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.15% | 242.71%-229.6pp | 181.32%-168.2pp | 217.08%-203.9pp |
| Employer contribution / active EE | $24,041 | $4,015+498.8% | $3,754+540.5% | $4,299+459.2% |
| Participant deferral / active EE | $3,620 | $5,564-34.9% | $5,116-29.2% | $6,507-44.4% |
| Admin fee / account holder | $5,173 | $9,860-47.5% | $8,919-42.0% | $12,624-59.0% |