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 | $217,149 | $148,534+46.2% | $135,903+59.8% | $139,434+55.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.96% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $5,474 | $5,243+4.4% | $4,856+12.7% | $4,751+15.2% |
| Participant deferral / active EE | $6,191 | $8,100-23.6% | $7,758-20.2% | $6,710-7.7% |
| Admin fee / account holder | $581 | $12,400-95.3% | $10,762-94.6% | $11,403-94.9% |