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 6-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 | $220,906 | $177,572+24.4% | $154,803+42.7% | $142,382+55.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.71% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $4,645 | $4,810-3.4% | $4,305+7.9% | $4,299+8.0% |
| Participant deferral / active EE | $10,253 | $6,272+63.5% | $5,540+85.1% | $6,507+57.6% |
| Admin fee / account holder | $13,387 | $16,786-20.2% | $14,329-6.6% | $12,624+6.0% |