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 | $186,480 | $177,572+5.0% | $154,803+20.5% | $142,382+31.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.65% | 65.07%-47.4pp | 58.88%-41.2pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,556 | $4,810-26.1% | $4,305-17.4% | $4,299-17.3% |
| Participant deferral / active EE | $8,932 | $6,272+42.4% | $5,540+61.2% | $6,507+37.3% |
| Admin fee / account holder | $3,562 | $16,786-78.8% | $14,329-75.1% | $12,624-71.8% |