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 | $235,911 | $165,335+42.7% | $149,696+57.6% | $158,922+48.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.00% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $5,448 | $5,103+6.8% | $4,644+17.3% | $4,761+14.4% |
| Participant deferral / active EE | $10,994 | $7,181+53.1% | $6,842+60.7% | $5,982+83.8% |
| Admin fee / account holder | $12,138 | $10,807+12.3% | $9,309+30.4% | $11,246+7.9% |