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 5-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 | $171,968 | $177,572-3.2% | $154,803+11.1% | $142,382+20.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.75% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $6,981 | $4,810+45.1% | $4,305+62.1% | $4,299+62.4% |
| Participant deferral / active EE | $10,796 | $6,272+72.1% | $5,540+94.9% | $6,507+65.9% |
| Admin fee / account holder | $26,560 | $16,786+58.2% | $14,329+85.4% | $12,624+110.4% |