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 | $237,114 | $177,572+33.5% | $154,803+53.2% | $142,382+66.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.88% | 65.07%-49.2pp | 58.88%-43.0pp | 217.08%-201.2pp |
| Employer contribution / active EE | $6,093 | $4,810+26.7% | $4,305+41.5% | $4,299+41.7% |
| Participant deferral / active EE | $9,477 | $6,272+51.1% | $5,540+71.0% | $6,507+45.6% |
| Admin fee / account holder | $8,282 | $16,786-50.7% | $14,329-42.2% | $12,624-34.4% |