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 | $229,355 | $177,572+29.2% | $154,803+48.2% | $142,382+61.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.97% | 65.07%-52.1pp | 58.88%-45.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $55,918 | $4,810+1062.4% | $4,305+1198.8% | $4,299+1200.7% |
| Participant deferral / active EE | $17,811 | $6,272+184.0% | $5,540+221.5% | $6,507+173.7% |
| Admin fee / account holder | $225,804 | $16,786+1245.2% | $14,329+1475.8% | $12,624+1688.7% |