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 | $133,641 | $159,602-16.3% | $150,045-10.9% | $142,382-6.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.19% | 70.24%-42.0pp | 62.55%-34.4pp | 217.08%-188.9pp |
| Employer contribution / active EE | $5,913 | $4,961+19.2% | $4,693+26.0% | $4,299+37.5% |
| Participant deferral / active EE | $15,868 | $8,310+90.9% | $7,997+98.4% | $6,507+143.9% |
| Admin fee / account holder | $27,226 | $14,846+83.4% | $13,435+102.7% | $12,624+115.7% |