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 | $212,896 | $159,602+33.4% | $150,045+41.9% | $142,382+49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.72% | 70.24%-51.5pp | 62.55%-43.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $5,387 | $4,961+8.6% | $4,693+14.8% | $4,299+25.3% |
| Participant deferral / active EE | $18,726 | $8,310+125.3% | $7,997+134.2% | $6,507+187.8% |
| Admin fee / account holder | $2,915 | $14,846-80.4% | $13,435-78.3% | $12,624-76.9% |