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 8-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 | $123,566 | $114,381+8.0% | $107,525+14.9% | $142,382-13.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.24% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.8pp |
| Employer contribution / active EE | $10,565 | $4,015+163.2% | $3,754+181.5% | $4,299+145.8% |
| Participant deferral / active EE | $13,237 | $5,564+137.9% | $5,116+158.8% | $6,507+103.4% |
| Admin fee / account holder | $549 | $9,860-94.4% | $8,919-93.8% | $12,624-95.7% |