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 7-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 | $122,540 | $179,726-31.8% | $156,263-21.6% | $142,382-13.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.43% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $9,560 | $5,069+88.6% | $4,333+120.6% | $4,299+122.4% |
| Participant deferral / active EE | $28,611 | $6,956+311.3% | $6,158+364.6% | $6,507+339.7% |
| Admin fee / account holder | $31,029 | $17,272+79.6% | $14,255+117.7% | $12,624+145.8% |