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 | $220,072 | $177,572+23.9% | $154,803+42.2% | $142,382+54.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.51% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,498 | $4,810-68.9% | $4,305-65.2% | $4,299-65.2% |
| Participant deferral / active EE | $7,375 | $6,272+17.6% | $5,540+33.1% | $6,507+13.3% |
| Admin fee / account holder | $565 | $16,786-96.6% | $14,329-96.1% | $12,624-95.5% |