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 4-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 | $162,629 | $159,602+1.9% | $150,045+8.4% | $142,382+14.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.19% | 70.24%-50.0pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $9,190 | $4,961+85.3% | $4,693+95.8% | $4,299+113.8% |
| Participant deferral / active EE | $25,769 | $8,310+210.1% | $7,997+222.2% | $6,507+296.0% |
| Admin fee / account holder | $14,615 | $14,846-1.6% | $13,435+8.8% | $12,624+15.8% |