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 | $234,379 | $148,534+57.8% | $135,903+72.5% | $139,434+68.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.84% | 79.19%-54.3pp | 68.23%-43.4pp | 372.94%-348.1pp |
| Employer contribution / active EE | $4,961 | $5,243-5.4% | $4,856+2.1% | $4,751+4.4% |
| Participant deferral / active EE | $8,775 | $8,100+8.3% | $7,758+13.1% | $6,710+30.8% |
| Admin fee / account holder | $4,093 | $12,400-67.0% | $10,762-62.0% | $11,403-64.1% |