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 | $184,275 | $197,591-6.7% | $177,821+3.6% | $158,922+16.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.38% | 58.76%-47.4pp | 48.32%-36.9pp | 302.83%-291.5pp |
| Employer contribution / active EE | $8,894 | $6,697+32.8% | $5,918+50.3% | $4,761+86.8% |
| Participant deferral / active EE | $20,304 | $8,405+141.6% | $7,714+163.2% | $5,982+239.4% |
| Admin fee / account holder | $5,850 | $15,399-62.0% | $12,427-52.9% | $11,246-48.0% |