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 7-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 | $198,591 | $177,572+11.8% | $154,803+28.3% | $142,382+39.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.08% | 65.07%-44.0pp | 58.88%-37.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $12,699 | $4,810+164.0% | $4,305+195.0% | $4,299+195.4% |
| Participant deferral / active EE | $6,729 | $6,272+7.3% | $5,540+21.4% | $6,507+3.4% |
| Admin fee / account holder | $1,245 | $16,786-92.6% | $14,329-91.3% | $12,624-90.1% |