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 | $204,832 | $197,591+3.7% | $177,821+15.2% | $158,922+28.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.00% | 58.76%-50.8pp | 48.32%-40.3pp | 302.83%-294.8pp |
| Employer contribution / active EE | $10,641 | $6,697+58.9% | $5,918+79.8% | $4,761+123.5% |
| Participant deferral / active EE | $12,876 | $8,405+53.2% | $7,714+66.9% | $5,982+115.2% |
| Admin fee / account holder | $43,054 | $15,399+179.6% | $12,427+246.4% | $11,246+282.8% |