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 10-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 | $203,381 | $177,572+14.5% | $154,803+31.4% | $142,382+42.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.93% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $4,336 | $4,810-9.9% | $4,305+0.7% | $4,299+0.9% |
| Participant deferral / active EE | $7,243 | $6,272+15.5% | $5,540+30.7% | $6,507+11.3% |
| Admin fee / account holder | $14,444 | $16,786-14.0% | $14,329+0.8% | $12,624+14.4% |