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 9-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 | $221,455 | $159,602+38.8% | $150,045+47.6% | $142,382+55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.95% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $4,350 | $4,961-12.3% | $4,693-7.3% | $4,299+1.2% |
| Participant deferral / active EE | $15,261 | $8,310+83.6% | $7,997+90.8% | $6,507+134.5% |
| Admin fee / account holder | $6,510 | $14,846-56.2% | $13,435-51.5% | $12,624-48.4% |