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 | $197,734 | $177,572+11.4% | $154,803+27.7% | $142,382+38.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 31.11% | 65.07%-34.0pp | 58.88%-27.8pp | 217.08%-186.0pp |
| Employer contribution / active EE | $9,003 | $4,810+87.1% | $4,305+109.1% | $4,299+109.4% |
| Participant deferral / active EE | $20,667 | $6,272+229.5% | $5,540+273.0% | $6,507+217.6% |
| Admin fee / account holder | $2,191 | $16,786-87.0% | $14,329-84.7% | $12,624-82.6% |