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 | $231,790 | $183,519+26.3% | $155,509+49.1% | $145,922+58.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $4,065 | $5,313-23.5% | $4,672-13.0% | $4,660-12.8% |
| Participant deferral / active EE | $11,549 | $6,462+78.7% | $5,626+105.3% | $6,688+72.7% |
| Admin fee / account holder | $7,608 | $19,313-60.6% | $15,912-52.2% | $13,397-43.2% |