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 5-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 | $215,251 | $228,332-5.7% | $185,823+15.8% | $158,922+35.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 43.14% | 40.80%+2.3pp | 35.95%+7.2pp | 302.83%-259.7pp |
| Employer contribution / active EE | $11,760 | $4,967+136.8% | $4,087+187.7% | $4,761+147.0% |
| Participant deferral / active EE | $25,000 | $6,415+289.7% | $5,632+343.9% | $5,982+317.9% |
| Admin fee / account holder | $2,650 | $11,864-77.7% | $9,500-72.1% | $11,246-76.4% |