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 | $220,712 | $176,056+25.4% | $159,436+38.4% | $167,490+31.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.80% | 331.75%-316.9pp | 263.57%-248.8pp | 478.56%-463.8pp |
| Employer contribution / active EE | $4,996 | $5,297-5.7% | $4,829+3.5% | $4,837+3.3% |
| Participant deferral / active EE | $17,996 | $7,750+132.2% | $7,352+144.8% | $6,341+183.8% |
| Admin fee / account holder | $17,733 | $12,554+41.3% | $10,799+64.2% | $12,309+44.1% |