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 | $214,321 | $133,922+60.0% | $116,228+84.4% | $142,382+50.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.00% | 147.76%-133.8pp | 90.06%-76.1pp | 217.08%-203.1pp |
| Employer contribution / active EE | $5,179 | $3,446+50.3% | $2,994+72.9% | $4,299+20.5% |
| Participant deferral / active EE | $2,483 | $5,672-56.2% | $4,953-49.9% | $6,507-61.8% |
| Admin fee / account holder | $4,325 | $14,945-71.1% | $11,989-63.9% | $12,624-65.7% |