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 | $225,187 | $177,572+26.8% | $154,803+45.5% | $142,382+58.2% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 17.49% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $26,779 | $4,810+456.7% | $4,305+522.0% | $4,299+522.9% |
| Participant deferral / active EE | $6,039 | $6,272-3.7% | $5,540+9.0% | $6,507-7.2% |
| Admin fee / account holder | $45,296 | $16,786+169.8% | $14,329+216.1% | $12,624+258.8% |