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 | $235,793 | $177,572+32.8% | $154,803+52.3% | $142,382+65.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.02% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $11,598 | $4,810+141.1% | $4,305+169.4% | $4,299+169.8% |
| Participant deferral / active EE | $7,328 | $6,272+16.8% | $5,540+32.3% | $6,507+12.6% |
| Admin fee / account holder | $6,836 | $16,786-59.3% | $14,329-52.3% | $12,624-45.8% |