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 9-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 | $216,580 | $159,602+35.7% | $150,045+44.3% | $142,382+52.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.45% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $5,366 | $4,961+8.2% | $4,693+14.3% | $4,299+24.8% |
| Participant deferral / active EE | $12,425 | $8,310+49.5% | $7,997+55.4% | $6,507+90.9% |
| Admin fee / account holder | $2,848 | $14,846-80.8% | $13,435-78.8% | $12,624-77.4% |