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 | $224,704 | $179,726+25.0% | $156,263+43.8% | $142,382+57.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.33% | 77.86%-67.5pp | 59.47%-49.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $3,556 | $5,069-29.8% | $4,333-17.9% | $4,299-17.3% |
| Participant deferral / active EE | $12,573 | $6,956+80.8% | $6,158+104.2% | $6,507+93.2% |
| Admin fee / account holder | $20,571 | $17,272+19.1% | $14,255+44.3% | $12,624+63.0% |