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 | $246,285 | $177,572+38.7% | $154,803+59.1% | $142,382+73.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.69% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,753 | $4,810-63.6% | $4,305-59.3% | $4,299-59.2% |
| Participant deferral / active EE | $10,053 | $6,272+60.3% | $5,540+81.4% | $6,507+54.5% |
| Admin fee / account holder | $11,214 | $16,786-33.2% | $14,329-21.7% | $12,624-11.2% |