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 | $240,158 | $159,602+50.5% | $150,045+60.1% | $142,382+68.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.82% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,403 | $4,961-51.6% | $4,693-48.8% | $4,299-44.1% |
| Participant deferral / active EE | $5,937 | $8,310-28.6% | $7,997-25.8% | $6,507-8.8% |
| Admin fee / account holder | $1,465 | $14,846-90.1% | $13,435-89.1% | $12,624-88.4% |