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 9-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 | $184,704 | $177,572+4.0% | $154,803+19.3% | $142,382+29.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.00% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,724 | $4,810-64.2% | $4,305-59.9% | $4,299-59.9% |
| Participant deferral / active EE | $10,468 | $6,272+66.9% | $5,540+88.9% | $6,507+60.9% |
| Admin fee / account holder | $8,058 | $16,786-52.0% | $14,329-43.8% | $12,624-36.2% |