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 9-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 | $183,034 | $159,602+14.7% | $150,045+22.0% | $142,382+28.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.81% | 70.24%-56.4pp | 62.55%-48.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $12,058 | $4,961+143.1% | $4,693+156.9% | $4,299+180.5% |
| Participant deferral / active EE | $19,631 | $8,310+136.2% | $7,997+145.5% | $6,507+201.7% |
| Admin fee / account holder | $1,675 | $14,846-88.7% | $13,435-87.5% | $12,624-86.7% |