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 | $234,722 | $179,726+30.6% | $156,263+50.2% | $142,382+64.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 12.58% | 77.86%-65.3pp | 59.47%-46.9pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,133 | $5,069+80.2% | $4,333+110.8% | $4,299+112.4% |
| Participant deferral / active EE | $9,240 | $6,956+32.8% | $6,158+50.0% | $6,507+42.0% |
| Admin fee / account holder | $2,769 | $17,272-84.0% | $14,255-80.6% | $12,624-78.1% |