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 | $198,291 | $177,572+11.7% | $154,803+28.1% | $142,382+39.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.93% | 65.07%-53.1pp | 58.88%-47.0pp | 217.08%-205.2pp |
| Employer contribution / active EE | $11,139 | $4,810+131.6% | $4,305+158.7% | $4,299+159.1% |
| Participant deferral / active EE | $7,298 | $6,272+16.4% | $5,540+31.7% | $6,507+12.1% |
| Admin fee / account holder | $940 | $16,786-94.4% | $14,329-93.4% | $12,624-92.6% |