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 | $228,660 | $183,519+24.6% | $155,509+47.0% | $145,922+56.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.56% | 61.17%-44.6pp | 64.67%-48.1pp | 561.29%-544.7pp |
| Employer contribution / active EE | $11,365 | $5,313+113.9% | $4,672+143.2% | $4,660+143.9% |
| Participant deferral / active EE | $8,081 | $6,462+25.0% | $5,626+43.6% | $6,688+20.8% |
| Admin fee / account holder | $603 | $19,313-96.9% | $15,912-96.2% | $13,397-95.5% |