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 8-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 | $155,623 | $197,591-21.2% | $177,821-12.5% | $158,922-2.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.83% | 58.76%-37.9pp | 48.32%-27.5pp | 302.83%-282.0pp |
| Employer contribution / active EE | $9,583 | $6,697+43.1% | $5,918+61.9% | $4,761+101.3% |
| Participant deferral / active EE | $11,216 | $8,405+33.4% | $7,714+45.4% | $5,982+87.5% |
| Admin fee / account holder | $395 | $15,399-97.4% | $12,427-96.8% | $11,246-96.5% |