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 | $208,560 | $177,572+17.5% | $154,803+34.7% | $142,382+46.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 27.60% | 65.07%-37.5pp | 58.88%-31.3pp | 217.08%-189.5pp |
| Employer contribution / active EE | $14,657 | $4,810+204.7% | $4,305+240.4% | $4,299+240.9% |
| Participant deferral / active EE | $19,225 | $6,272+206.5% | $5,540+247.0% | $6,507+195.4% |
| Admin fee / account holder | $559,906 | $16,786+3235.6% | $14,329+3807.5% | $12,624+4335.4% |