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 | $216,176 | $114,381+89.0% | $107,525+101.0% | $142,382+51.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.91% | 242.71%-226.8pp | 181.32%-165.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,407 | $4,015+9.8% | $3,754+17.4% | $4,299+2.5% |
| Participant deferral / active EE | $20,133 | $5,564+261.8% | $5,116+293.6% | $6,507+209.4% |
| Admin fee / account holder | $17,590 | $9,860+78.4% | $8,919+97.2% | $12,624+39.3% |