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 4-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 | $184,398 | $177,572+3.8% | $154,803+19.1% | $142,382+29.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.56% | 65.07%-50.5pp | 58.88%-44.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $5,358 | $4,810+11.4% | $4,305+24.4% | $4,299+24.6% |
| Participant deferral / active EE | $11,533 | $6,272+83.9% | $5,540+108.2% | $6,507+77.2% |
| Admin fee / account holder | $4,175 | $16,786-75.1% | $14,329-70.9% | $12,624-66.9% |