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 | $180,158 | $108,919+65.4% | $100,391+79.5% | $145,922+23.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.23% | 57.88%-46.7pp | 49.20%-38.0pp | 561.29%-550.1pp |
| Employer contribution / active EE | $13,969 | $4,419+216.1% | $3,942+254.4% | $4,660+199.8% |
| Participant deferral / active EE | $14,234 | $8,445+68.5% | $8,082+76.1% | $6,688+112.8% |
| Admin fee / account holder | $8,279 | $9,689-14.6% | $7,899+4.8% | $13,397-38.2% |