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 | $194,834 | $159,602+22.1% | $150,045+29.9% | $142,382+36.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.83% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,523 | $4,961-8.8% | $4,693-3.6% | $4,299+5.2% |
| Participant deferral / active EE | $8,530 | $8,310+2.6% | $7,997+6.7% | $6,507+31.1% |
| Admin fee / account holder | $77,234 | $14,846+420.2% | $13,435+474.9% | $12,624+511.8% |