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 | $218,234 | $159,602+36.7% | $150,045+45.4% | $142,382+53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.33% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.7pp |
| Employer contribution / active EE | $6,647 | $4,961+34.0% | $4,693+41.6% | $4,299+54.6% |
| Participant deferral / active EE | $13,233 | $8,310+59.2% | $7,997+65.5% | $6,507+103.4% |
| Admin fee / account holder | $1,755 | $14,846-88.2% | $13,435-86.9% | $12,624-86.1% |