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 | $220,273 | $185,822+18.5% | $169,993+29.6% | $139,434+58.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.78% | 60.50%-37.7pp | 53.37%-30.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $6,415 | $7,590-15.5% | $6,785-5.5% | $4,751+35.0% |
| Participant deferral / active EE | $24,718 | $11,622+112.7% | $10,408+137.5% | $6,710+268.4% |
| Admin fee / account holder | $969 | $15,381-93.7% | $12,815-92.4% | $11,403-91.5% |