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 | $119,561 | $183,519-34.9% | $155,509-23.1% | $145,922-18.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.52% | 61.17%-40.6pp | 64.67%-44.1pp | 561.29%-540.8pp |
| Employer contribution / active EE | $8,944 | $5,313+68.3% | $4,672+91.4% | $4,660+91.9% |
| Participant deferral / active EE | $6,897 | $6,462+6.7% | $5,626+22.6% | $6,688+3.1% |
| Admin fee / account holder | $605 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |