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 6-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 | $190,878 | $177,572+7.5% | $154,803+23.3% | $142,382+34.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.62% | 65.07%-45.4pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $11,934 | $4,810+148.1% | $4,305+177.2% | $4,299+177.6% |
| Participant deferral / active EE | $13,640 | $6,272+117.5% | $5,540+146.2% | $6,507+109.6% |
| Admin fee / account holder | $4,762 | $16,786-71.6% | $14,329-66.8% | $12,624-62.3% |