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 | $164,500 | $159,602+3.1% | $150,045+9.6% | $142,382+15.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.27% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,536 | $4,961+72.1% | $4,693+81.9% | $4,299+98.5% |
| Participant deferral / active EE | $20,088 | $8,310+141.7% | $7,997+151.2% | $6,507+208.7% |
| Admin fee / account holder | $2,625 | $14,846-82.3% | $13,435-80.5% | $12,624-79.2% |