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 | $239,767 | $177,572+35.0% | $154,803+54.9% | $142,382+68.4% |
| 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 | $17,833 | $4,810+270.7% | $4,305+314.2% | $4,299+314.8% |
| Participant deferral / active EE | $28,500 | $6,272+354.4% | $5,540+414.4% | $6,507+338.0% |
| Admin fee / account holder | $6,119 | $16,786-63.5% | $14,329-57.3% | $12,624-51.5% |