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 10-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 | $198,363 | $177,572+11.7% | $154,803+28.1% | $142,382+39.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 40.09% | 65.07%-25.0pp | 58.88%-18.8pp | 217.08%-177.0pp |
| Employer contribution / active EE | $4,372 | $4,810-9.1% | $4,305+1.5% | $4,299+1.7% |
| Participant deferral / active EE | $15,250 | $6,272+143.2% | $5,540+175.2% | $6,507+134.4% |
| Admin fee / account holder | $307 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |