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 | $129,628 | $177,572-27.0% | $154,803-16.3% | $142,382-9.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.94% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $10,718 | $4,810+122.8% | $4,305+148.9% | $4,299+149.3% |
| Participant deferral / active EE | $10,809 | $6,272+72.3% | $5,540+95.1% | $6,507+66.1% |
| Admin fee / account holder | $426 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |