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 | $200,161 | $177,572+12.7% | $154,803+29.3% | $142,382+40.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 29.07% | 65.07%-36.0pp | 58.88%-29.8pp | 217.08%-188.0pp |
| Employer contribution / active EE | $17,552 | $4,810+264.9% | $4,305+307.7% | $4,299+308.3% |
| Participant deferral / active EE | $10,147 | $6,272+61.8% | $5,540+83.1% | $6,507+55.9% |
| Admin fee / account holder | $5,818 | $16,786-65.3% | $14,329-59.4% | $12,624-53.9% |