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 | $205,350 | $165,984+23.7% | $164,813+24.6% | $145,922+40.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 18.77% | 100.03%-81.3pp | 69.93%-51.2pp | 561.29%-542.5pp |
| Employer contribution / active EE | $17,343 | $5,273+228.9% | $4,341+299.5% | $4,660+272.2% |
| Participant deferral / active EE | $20,583 | $6,959+195.8% | $6,031+241.3% | $6,688+207.8% |
| Admin fee / account holder | $1,681 | $16,648-89.9% | $12,690-86.8% | $13,397-87.5% |