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 | $227,882 | $177,572+28.3% | $154,803+47.2% | $142,382+60.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.24% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $14,495 | $4,810+201.3% | $4,305+236.7% | $4,299+237.2% |
| Participant deferral / active EE | $7,630 | $6,272+21.7% | $5,540+37.7% | $6,507+17.3% |
| Admin fee / account holder | $2,848 | $16,786-83.0% | $14,329-80.1% | $12,624-77.4% |