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 | $212,904 | $176,056+20.9% | $159,436+33.5% | $167,490+27.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.72% | 331.75%-318.0pp | 263.57%-249.8pp | 478.56%-464.8pp |
| Employer contribution / active EE | $7,014 | $5,297+32.4% | $4,829+45.2% | $4,837+45.0% |
| Participant deferral / active EE | $3,950 | $7,750-49.0% | $7,352-46.3% | $6,341-37.7% |
| Admin fee / account holder | $1,742 | $12,554-86.1% | $10,799-83.9% | $12,309-85.9% |