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 10-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 | $176,544 | $177,572-0.6% | $154,803+14.0% | $142,382+24.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.97% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $43,544 | $4,810+805.2% | $4,305+911.4% | $4,299+912.9% |
| Participant deferral / active EE | $9,452 | $6,272+50.7% | $5,540+70.6% | $6,507+45.3% |
| Admin fee / account holder | $1,066 | $16,786-93.6% | $14,329-92.6% | $12,624-91.6% |