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 7-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 | $197,732 | $157,256+25.7% | $141,162+40.1% | $152,861+29.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 24.86% | 64.32%-39.5pp | 71.39%-46.5pp | 345.32%-320.5pp |
| Employer contribution / active EE | $22,301 | $5,261+323.9% | $4,735+371.0% | $4,762+368.3% |
| Participant deferral / active EE | $24,987 | $7,109+251.5% | $6,709+272.4% | $5,850+327.1% |
| Admin fee / account holder | $1,047 | $12,120-91.4% | $10,261-89.8% | $11,596-91.0% |