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 | $213,575 | $159,602+33.8% | $150,045+42.3% | $142,382+50.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.81% | 70.24%-52.4pp | 62.55%-44.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $7,789 | $4,961+57.0% | $4,693+66.0% | $4,299+81.2% |
| Participant deferral / active EE | $8,487 | $8,310+2.1% | $7,997+6.1% | $6,507+30.4% |
| Admin fee / account holder | $9,977 | $14,846-32.8% | $13,435-25.7% | $12,624-21.0% |