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 | $183,122 | $177,572+3.1% | $154,803+18.3% | $142,382+28.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.86% | 65.07%-45.2pp | 58.88%-39.0pp | 217.08%-197.2pp |
| Employer contribution / active EE | $9,022 | $4,810+87.5% | $4,305+109.5% | $4,299+109.8% |
| Participant deferral / active EE | $7,480 | $6,272+19.3% | $5,540+35.0% | $6,507+15.0% |
| Admin fee / account holder | $2,778 | $16,786-83.4% | $14,329-80.6% | $12,624-78.0% |