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 6-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 | $195,836 | $159,602+22.7% | $150,045+30.5% | $142,382+37.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 33.26% | 70.24%-37.0pp | 62.55%-29.3pp | 217.08%-183.8pp |
| Employer contribution / active EE | $4,869 | $4,961-1.9% | $4,693+3.7% | $4,299+13.2% |
| Participant deferral / active EE | $17,523 | $8,310+110.9% | $7,997+119.1% | $6,507+169.3% |
| Admin fee / account holder | $944 | $14,846-93.6% | $13,435-93.0% | $12,624-92.5% |