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 9-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 | $186,054 | $114,381+62.7% | $107,525+73.0% | $142,382+30.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.24% | 242.71%-224.5pp | 181.32%-163.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,613 | $4,015+14.9% | $3,754+22.9% | $4,299+7.3% |
| Participant deferral / active EE | $13,126 | $5,564+135.9% | $5,116+156.6% | $6,507+101.7% |
| Admin fee / account holder | $9,472 | $9,860-3.9% | $8,919+6.2% | $12,624-25.0% |