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 | $169,952 | $202,432-16.0% | $169,368+0.3% | $139,434+21.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.63% | 531.74%-518.1pp | 405.60%-392.0pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,044 | $4,692-35.1% | $4,013-24.2% | $4,751-35.9% |
| Participant deferral / active EE | $16,250 | $6,938+134.2% | $6,221+161.2% | $6,710+142.2% |
| Admin fee / account holder | $1,836 | $10,708-82.9% | $9,003-79.6% | $11,403-83.9% |