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 | $235,273 | $179,726+30.9% | $156,263+50.6% | $142,382+65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 13.81% | 77.86%-64.1pp | 59.47%-45.7pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,527 | $5,069-50.1% | $4,333-41.7% | $4,299-41.2% |
| Participant deferral / active EE | $8,711 | $6,956+25.2% | $6,158+41.5% | $6,507+33.9% |
| Admin fee / account holder | $999 | $17,272-94.2% | $14,255-93.0% | $12,624-92.1% |