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 | $232,405 | $183,519+26.6% | $155,509+49.4% | $145,922+59.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.40% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $4,485 | $5,313-15.6% | $4,672-4.0% | $4,660-3.8% |
| Participant deferral / active EE | $8,286 | $6,462+28.2% | $5,626+47.3% | $6,688+23.9% |
| Admin fee / account holder | $590 | $19,313-96.9% | $15,912-96.3% | $13,397-95.6% |