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 8-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 | $177,934 | $100,773+76.6% | $88,946+100.0% | $142,382+25.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 25.40% | 70.18%-44.8pp | 57.82%-32.4pp | 217.08%-191.7pp |
| Employer contribution / active EE | $4,955 | $2,918+69.8% | $2,555+93.9% | $4,299+15.3% |
| Participant deferral / active EE | $19,141 | $5,230+266.0% | $4,581+317.8% | $6,507+194.1% |
| Admin fee / account holder | $4,217 | $9,693-56.5% | $8,261-49.0% | $12,624-66.6% |