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 | $212,287 | $197,591+7.4% | $177,821+19.4% | $158,922+33.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.75% | 58.76%-44.0pp | 48.32%-33.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $2,128 | $6,697-68.2% | $5,918-64.0% | $4,761-55.3% |
| Participant deferral / active EE | $14,376 | $8,405+71.0% | $7,714+86.4% | $5,982+140.3% |
| Admin fee / account holder | $797 | $15,399-94.8% | $12,427-93.6% | $11,246-92.9% |