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 5-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 | $217,467 | $175,202+24.1% | $149,673+45.3% | $139,434+56.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 166.71%-150.7pp | 134.42%-118.4pp | 372.94%-356.9pp |
| Employer contribution / active EE | $5,128 | $5,474-6.3% | $4,818+6.4% | $4,751+7.9% |
| Participant deferral / active EE | $18,657 | $6,519+186.2% | $5,680+228.5% | $6,710+178.0% |
| Admin fee / account holder | $1,251 | $16,150-92.3% | $13,210-90.5% | $11,403-89.0% |