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 | $189,859 | $114,381+66.0% | $107,525+76.6% | $142,382+33.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 33.77% | 242.71%-208.9pp | 181.32%-147.5pp | 217.08%-183.3pp |
| Employer contribution / active EE | $3,767 | $4,015-6.2% | $3,754+0.4% | $4,299-12.4% |
| Participant deferral / active EE | $7,487 | $5,564+34.6% | $5,116+46.4% | $6,507+15.1% |
| Admin fee / account holder | $2,787 | $9,860-71.7% | $8,919-68.8% | $12,624-77.9% |