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 | $171,353 | $177,572-3.5% | $154,803+10.7% | $142,382+20.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.02% | 65.07%-53.0pp | 58.88%-46.9pp | 217.08%-205.1pp |
| Employer contribution / active EE | $18,927 | $4,810+293.5% | $4,305+339.6% | $4,299+340.2% |
| Participant deferral / active EE | $8,067 | $6,272+28.6% | $5,540+45.6% | $6,507+24.0% |
| Admin fee / account holder | $7,461 | $16,786-55.6% | $14,329-47.9% | $12,624-40.9% |