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 | $217,853 | $179,726+21.2% | $156,263+39.4% | $142,382+53.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 37.91% | 77.86%-39.9pp | 59.47%-21.6pp | 217.08%-179.2pp |
| Employer contribution / active EE | $4,576 | $5,069-9.7% | $4,333+5.6% | $4,299+6.4% |
| Participant deferral / active EE | $13,998 | $6,956+101.2% | $6,158+127.3% | $6,507+115.1% |
| Admin fee / account holder | $2,272 | $17,272-86.8% | $14,255-84.1% | $12,624-82.0% |