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 3-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 | $154,682 | $214,378-27.8% | $200,582-22.9% | $142,382+8.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 46.09% | 46.41%-0.3pp | 42.33%+3.8pp | 217.08%-171.0pp |
| Employer contribution / active EE | $19,783 | $6,841+189.2% | $6,419+208.2% | $4,299+360.2% |
| Participant deferral / active EE | $32,224 | $9,865+226.7% | $9,331+245.3% | $6,507+395.2% |
| Admin fee / account holder | $26,401 | $17,692+49.2% | $16,305+61.9% | $12,624+109.1% |