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 | $231,135 | $176,056+31.3% | $159,436+45.0% | $167,490+38.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.03% | 331.75%-312.7pp | 263.57%-244.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $4,287 | $5,297-19.1% | $4,829-11.2% | $4,837-11.4% |
| Participant deferral / active EE | $16,602 | $7,750+114.2% | $7,352+125.8% | $6,341+161.8% |
| Admin fee / account holder | $16,513 | $12,554+31.5% | $10,799+52.9% | $12,309+34.2% |