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 | $164,550 | $179,726-8.4% | $156,263+5.3% | $142,382+15.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 24.45% | 77.86%-53.4pp | 59.47%-35.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $6,783 | $5,069+33.8% | $4,333+56.5% | $4,299+57.8% |
| Participant deferral / active EE | $17,374 | $6,956+149.8% | $6,158+182.1% | $6,507+167.0% |
| Admin fee / account holder | $10,825 | $17,272-37.3% | $14,255-24.1% | $12,624-14.3% |