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 | $188,179 | $177,572+6.0% | $154,803+21.6% | $142,382+32.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.95% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,450 | $4,810+13.3% | $4,305+26.6% | $4,299+26.8% |
| Participant deferral / active EE | $12,971 | $6,272+106.8% | $5,540+134.1% | $6,507+99.3% |
| Admin fee / account holder | $16,540 | $16,786-1.5% | $14,329+15.4% | $12,624+31.0% |