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 | $188,191 | $177,572+6.0% | $154,803+21.6% | $142,382+32.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.28% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $14,780 | $4,810+207.2% | $4,305+243.3% | $4,299+243.8% |
| Participant deferral / active EE | $11,125 | $6,272+77.4% | $5,540+100.8% | $6,507+71.0% |
| Admin fee / account holder | $746 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |