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 9-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 | $168,791 | $177,572-4.9% | $154,803+9.0% | $142,382+18.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.51% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,373 | $4,810-29.9% | $4,305-21.7% | $4,299-21.5% |
| Participant deferral / active EE | $12,250 | $6,272+95.3% | $5,540+121.1% | $6,507+88.3% |
| Admin fee / account holder | $18,612 | $16,786+10.9% | $14,329+29.9% | $12,624+47.4% |