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 | $244,085 | $177,572+37.5% | $154,803+57.7% | $142,382+71.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.34% | 65.07%-51.7pp | 58.88%-45.5pp | 217.08%-203.7pp |
| Employer contribution / active EE | $6,457 | $4,810+34.2% | $4,305+50.0% | $4,299+50.2% |
| Participant deferral / active EE | $8,258 | $6,272+31.7% | $5,540+49.0% | $6,507+26.9% |
| Admin fee / account holder | $35,182 | $16,786+109.6% | $14,329+145.5% | $12,624+178.7% |