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 | $196,884 | $185,822+6.0% | $169,993+15.8% | $139,434+41.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 91.00% | 60.50%+30.5pp | 53.37%+37.6pp | 372.94%-281.9pp |
| Employer contribution / active EE | $14,612 | $7,590+92.5% | $6,785+115.4% | $4,751+207.6% |
| Participant deferral / active EE | $15,785 | $11,622+35.8% | $10,408+51.7% | $6,710+135.2% |
| Admin fee / account holder | $13,741 | $15,381-10.7% | $12,815+7.2% | $11,403+20.5% |