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 3-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 | $184,158 | $177,572+3.7% | $154,803+19.0% | $142,382+29.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.41% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $6,143 | $4,810+27.7% | $4,305+42.7% | $4,299+42.9% |
| Participant deferral / active EE | $9,663 | $6,272+54.1% | $5,540+74.4% | $6,507+48.5% |
| Admin fee / account holder | $1,139 | $16,786-93.2% | $14,329-92.0% | $12,624-91.0% |