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 3-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 | $201,022 | $177,572+13.2% | $154,803+29.9% | $142,382+41.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.77% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $5,849 | $4,810+21.6% | $4,305+35.8% | $4,299+36.0% |
| Participant deferral / active EE | $21,000 | $6,272+234.8% | $5,540+279.0% | $6,507+222.7% |
| Admin fee / account holder | $431 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |