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 | $224,525 | $179,726+24.9% | $156,263+43.7% | $142,382+57.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.05% | 77.86%-64.8pp | 59.47%-46.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $3,000 | $5,069-40.8% | $4,333-30.8% | $4,299-30.2% |
| Participant deferral / active EE | $4,760 | $6,956-31.6% | $6,158-22.7% | $6,507-26.9% |
| Admin fee / account holder | $1,651 | $17,272-90.4% | $14,255-88.4% | $12,624-86.9% |