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 | $185,020 | $177,572+4.2% | $154,803+19.5% | $142,382+29.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.94% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $13,193 | $4,810+174.2% | $4,305+206.4% | $4,299+206.9% |
| Participant deferral / active EE | $18,262 | $6,272+191.2% | $5,540+229.6% | $6,507+180.6% |
| Admin fee / account holder | $3,164 | $16,786-81.2% | $14,329-77.9% | $12,624-74.9% |