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 | $175,538 | $159,602+10.0% | $150,045+17.0% | $142,382+23.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.54% | 70.24%-51.7pp | 62.55%-44.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $10,495 | $4,961+111.6% | $4,693+123.6% | $4,299+144.1% |
| Participant deferral / active EE | $9,910 | $8,310+19.3% | $7,997+23.9% | $6,507+52.3% |
| Admin fee / account holder | $1,854 | $14,846-87.5% | $13,435-86.2% | $12,624-85.3% |