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 | $215,628 | $177,572+21.4% | $154,803+39.3% | $142,382+51.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.63% | 65.07%-48.4pp | 58.88%-42.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $7,750 | $4,810+61.1% | $4,305+80.0% | $4,299+80.3% |
| Participant deferral / active EE | $10,962 | $6,272+74.8% | $5,540+97.8% | $6,507+68.5% |
| Admin fee / account holder | $100,345 | $16,786+497.8% | $14,329+600.3% | $12,624+694.9% |