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 | $202,119 | $159,602+26.6% | $150,045+34.7% | $142,382+42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 41.35% | 70.24%-28.9pp | 62.55%-21.2pp | 217.08%-175.7pp |
| Employer contribution / active EE | $13,343 | $4,961+169.0% | $4,693+184.3% | $4,299+210.4% |
| Participant deferral / active EE | $11,804 | $8,310+42.0% | $7,997+47.6% | $6,507+81.4% |
| Admin fee / account holder | $2,801 | $14,846-81.1% | $13,435-79.1% | $12,624-77.8% |