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 | $188,541 | $159,602+18.1% | $150,045+25.7% | $142,382+32.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.13% | 70.24%-53.1pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,418 | $4,961+29.4% | $4,693+36.8% | $4,299+49.3% |
| Participant deferral / active EE | $24,012 | $8,310+188.9% | $7,997+200.3% | $6,507+269.0% |
| Admin fee / account holder | $1,058 | $14,846-92.9% | $13,435-92.1% | $12,624-91.6% |