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 | $236,591 | $177,572+33.2% | $154,803+52.8% | $142,382+66.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.00% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $9,131 | $4,810+89.8% | $4,305+112.1% | $4,299+112.4% |
| Participant deferral / active EE | $6,460 | $6,272+3.0% | $5,540+16.6% | $6,507-0.7% |
| Admin fee / account holder | $1,322 | $16,786-92.1% | $14,329-90.8% | $12,624-89.5% |